Your Money Checklist for December
- Reset your finances for the New Year
- Max out retirement plan contributions
- Check your FSA balance
- Review your credit
Presidential elections can be divisive and unsettling. At times, the fate of the world seems to hang in the balance. But when it comes to investing, do
John recently attended the Ed Slott IRA Conference. John’s known Ed for over 20 years and you may have seen Ed on PBS! This was a comprehensive 2-day
October is National Financial Planning Month, which can serve as a great reminder to check in on your long-term financial goals. Financial Planning Month is a
Government: You owe us money. It’s called taxes.
Me: How much do I owe?
Gov’t: You have to figure that out.
Me: I just pay what I want?
Here is a link to the mailing we recently sent our clients.