FinCEN Identifier, Explained Presented by Marc Aarons   I’m reaching out today regarding a new reporting requirement in 2024 called the “FinCEN Identifier,” introduced by the Financial Crimes Enforcement Network (FinCEN) in response to the Corporate Transparency Act. This subject can be a bit technical, so I wanted to share a quick overview below of […]

The 4 Pillars of Estate Planning Presented by Marc Aarons   I wanted to quickly touch base with you regarding your estate planning, which is easy to overlook but incredibly important. While an estate attorney should be your primary resource on this topic, I see these oversights financially impact my clients so often that I […]

Long-Term Care on the Rise Presented by Marc Aarons   Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to navigate this often-confusing landscape, I’m reaching out to provide you with answers to a few common questions I get. […]

How Long $1 Million Will Last in Retirement Presented by Marc Aarons Today, I’m reaching out to offer some insights that will help you stay focused and discern sound retirement advice from outdated adages that no longer apply in today’s economic landscape.   You’ve likely heard the maxim that reaching $1 million in savings for […]

6 Reasons for a “Rainy Day” Emergency Fund Presented by Marc Aarons   I’m reaching out this spring to highlight an issue of utmost importance: being prepared financially for the unexpected. With spring showers picking up around us, there’s no better time to talk about saving up a financial cushion to shield you from life’s […]

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 […]