-Explaining the “why” behind not putting all your eggs in one basket
-The potential to net more money, while taking less risk
-How diversification can sometimes feel disappointing, even when it’s working
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-Determine when you should or should not rollover your old employer’s retirement account
-Establish an IRA or Roth IRA account
-Navigate investment options within your new retirement account
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“The IRA annual contribution limit rises to $7,000 for those under 50, or $8,000 if you’re 50 or older ($500 increases).
The annual 401(k) contribution limit increases to $23,000 per individual for those under 50 in 2024 (up from $22,500).
The 401(k) contribution limit increases to $30,500 per individual for those 50 or older in 2024 (up from $30,000).”
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The Social Security Administration (SSA) reports that more than one in four of today’s 20-year-olds will become disabled for 90 days or more before the age of 67. Fortunately, premium costs are generally much lower for young adults. Still, we don’t recommend disability insurance for everyone, typically just over half our clients depending on their careers and personal situations. With that, here are a few questions to ask yourself:
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Ensuring you are contributing enough to get the maximum contribution your employer offers should be toward the top of your priority list.
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Tax-loss harvesting is the act of selling assets that have taken a loss, then using those realized losses to offset realized capital gains as well as ordinary income in a taxable account.
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Wondering whats been happening with interest rates, inflation, and how elections affect markets? Check out our end of year market highlights or the full white paper report.
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When to invest before paying off debt and vice versa.
What types of insurance to carry.
How to simplify personal finances.
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