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We are pleased to bring you the latest update on tax deferral strategies and regulations that may impact your financial planning. In this ever-evolving landscape, staying informed about changes in tax laws is crucial for making informed decisions and optimizing your tax position. Our update aims to provide you with key insights and updates on…
Regardless of if you are wary or optimistic, we believe planning provides our clients, at any stage of life, the confidence to face life’s uncertainties. Through our Strategic Pathways Process you have a proven financial roadmap, completely personalized to guide you as your life and needs evolve. If you or someone you know could…
Through planning, money becomes a tool to help you live the life you want. Accumulating as much wealth as possible is no longer the primary objective of your financial plan. The traditional path to saving and investing has been to focus on the future (retirement) and rely solely on numbers and return on investment (ROI).…
Series I Bonds Providing a 9.62% Annualized Yield As inflation has pushed higher, Series I bonds which are tied to inflation have garnered headlines. Here is what you need to know. I Bonds are backed by the U.S. Government, they will not lose value and they pay interest in two parts, a fixed rate and…
Retirement Savings Checkpoints As we embark into summer and head out on your annual summer vacation, you may find yourself envisioning the relaxation of your retirement years. Here is a guide on how much you should have in retirement savings based upon your age, family income and maintaining that lifestyle throughout retirement. Fee-based planning offered…
The stock market has provided fairly consistent growth over the past decade and as high inflation, rising interest rates and the war in Ukraine continue to disrupt markets, it’s easy for investors to ask, “Will the market ever go up again?” The Federal Reserve has begun to raise short-term interest rates and have signaled that…
Could a Sabbatical Increase Your Return On Life The personal and professional displacement we all experienced during the pandemic has inspired many people to reassess what work means to them. Rather than let these questions linger, it could be productive to approach them with a more formal plan of action, introspection, and recalibration. If your…
Living Your Retirement As you focus in on living your best retirement life, here is a guideline to help you in preparing for your retirement journey. Five years from retirement – Begin to prepare Initiate the retirement discussion, among the topics to discuss are: Help them consider a target retirement. Create a plan to build…
Return on Life There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL). With ROL, money becomes a tool to help you live the life you…
2022 Contribution Limits On November 4th, 2021, the IRS announced the new 2022 cost of living adjustments for retirement plans. Preview the changes in the table below: Fee-based planning offered through Focus On Success, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities…