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Q1 2024 Quarterly Context Video
Is there still a chance of a recession? Inflation has small a surprise uptick, Fed interest rates remained unchanged, causing bond to wobble since investors were hoping rates would fall. Stock markets, especially many of the biggest stocks performed well yet again. However, some mega-cap stocks cooled, it wouldn’t be surprising if more volatility were on the horizon. That and more, plus a general key retirement planning review and more…
Higher 2024 retirement plan contribution limits allow for more long-term savings
Saving enough each year for retirement is the most important thing you can do towards becoming retirement ready, alongside investing consistent with your life stage. Not everyone needs to save the full amount allowed to be saved into retirement accounts, but some should, and most people need to increase their savings, to get on track. Pay yourself first by saving an appropriate amount into your retirement account, and avoid being…
Are you saving enough? Up to the new retirement plan limits?
Did you increase your savings rate a few months ago when the IRS increased retirement plan savings limits? If not, now is still a great time to do so. In most years, the IRS increases the limit for what individuals can contribute to their retirement plans. If that change slips past you, and/or you forget to increase your savings rate, you lose an opportunity to save more on a tax-advantaged basis….
10 questions that could change your life and financial independence
If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want to go. 1) How would having clear life goals impact your life? When your goals are…