23 Questions About 2023 Taxes Presented by Marc Aarons   With the new year in full swing, we find ourselves in another tax filing season. In light of this, I’ve pulled together a tax guide for your convenience to make your tax journey smooth and easy this April. This year’s tax changes include an increased […]

Financial Market Update for the Week of 2/12/24 Presented by Marc Aarons   The broader major U.S. stock indexes kept chugging along last week, with the S&P 500 making fresh highs and closing above 5,000 for the first time in history. Last week’s gains for the S&P 500 marked its 14th weekly gain out of […]

Easy Planning to Setup for a Successful Year Presented by Marc Aarons As we begin the new year, it’s the perfect time to take control of your financial affairs and set yourself up for success. By setting goals and tracking them, you can ensure that you stay on track and achieve your financial resolutions. At […]

2024 HSA and FSA Contribution Limits Presented by Marc Aarons   I’m reaching out today to share a noteworthy development that could shift how you plan for healthcare expenses in 2024.   Beginning in 2024, an inflation adjustment by the IRS will allow you to contribute more to a health savings account (HSA). In fact, […]

Financial Market Update Week of 1/15 Presented by Marc Aarons Hope all is well with you. Major U.S. equity indexes traded higher last week as investors interpreted wholesale and consumer pricing inflation data for December. Overall, for the week ending 01/12/24, the S&P 500 rose by 1.84%, the Nasdaq 100 increased by 3.23%, and the […]

2023 Market Review & 2024 Outlook Presented by Marc Aarons   Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach out with […]

Revisiting Retirement Plans in 2024 Presented by Marc Aarons   I hope you’re doing well as we begin the new year. I wanted to check in on how you’re doing and quickly highlight the importance of keeping your retirement plan current.   The start of the year is a great opportunity to look back on […]

Workplace Ergonomics for a Healthy Year Presented by Marc Aarons I hope you are doing well. In today’s corporate world, it’s fair to say that we often end up spending more time sitting at our desks than we arguably should. And this can actually lead to declines in employee health – and increases in paid […]

What to Know…New 529 to Roth Transfer in 2024 Presented by Marc Aarons   I hope this email finds you well. You may have seen news reports about a change in the financial planning landscape set to impact parents, grandparents, and other family members who want to utilize 529 plans for college savings.   The […]

End of 2023 Financial Checklist Presented by Marc Aarons   I hope you and yours are doing well! As the end of the year closes in, now is a great time to take inventory of your finances and make a list of steps you need to take to end the year on a strong financial […]