This quarter’s financial planning newsletter is now available. This edition is chock-full of actionable ideas including:
- Year-end tax legislation planning considerations
- Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum distributions (RMDs), and social security
- A deep dive on HSAs and why you may want to consider maximizing one during open enrollment this year
- Perspective on dividend stocks and retirement distribution planning
- The Q3 investment market overview
Please click here to read the newsletter.