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 […]

Winter Travel Tips Presented by Marc Aarons   I hope you are doing well and enjoying the winter season. If you’re planning to head out on any winter travels to visit friends or family, I wanted to share some tips to aid in making your travels more affordable and enjoyable. Book Early: Booking your travel […]

Roth IRA Conversion Deadline -December 31 Presented by Marc Aarons   I’m reaching out with a timely reminder that the deadline for converting retirement funds to a Roth IRA is coming up on December 31st. There are a variety of reasons why utilizing this conversion before the end of the year could be beneficial to […]

Year-End Considerations for High Net-Worth Individuals Presented by Marc Aarons   I am reaching out as we near the end of the year to share some important considerations for high-net-worth individuals. While not all-inclusive, this list will provide a starting point to help you consider your situation and needs. As always, if one or more […]

Rising Interest Rates, Savings, and Debt Presented by Marc Aarons I’m reaching out today given the stark financial situation many Americans find themselves in, as they grapple with the Federal Reserve’s historic rate hike campaign and the compounding effects of just-recently cooling inflation.   If you are among those facing record-high credit card debt and […]

Third Quarter Financial Market Update 2023 Presented by Marc Aarons I hope you are enjoying these last few months of the year. As we head into the final stretch of 2023, I wanted to reach out and offer a review of the third quarter’s key market and economic developments.   S&P 500: A Breather After […]

IRS Announces 2023 401(k) and IRA Limit Increases Presented by Marc Aarons   I thought I’d provide a quick reminder note regarding the IRS’s announcement in late October regarding retirement account limits for 2023 (IRS). I’m here to help with any questions you may have.   401(k), 403(b), 457 plans, and Thrift Savings Plan The […]