The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed’s actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. There are also updated financial figures for 2024 and a reminder about keeping your emergency fund target up to date.
A friendly reminder — our office will be closed for a few days for a team event following the MLK Day holiday (Monday, January 15th). We will be taking a pause as a team to celebrate our accomplishments and to build upon our core values. As a result of this focused time together, we will also be pausing communications from Tuesday, January 16th – Thursday, January 18th but we will be back online on Friday, January 19th ready to go!