Broker Check

Your Financial Planner-July 2023

Your Financial Checklist  

Midyear tax checkup: See whether you can take steps to lower your taxable income for 2023. One idea: Boost contributions to tax-advantaged accounts, such as a 401(k), IRA or health savings account (HSA). 

  • The total maximum amount you can contribute to your IRA(s) for 2023 is $6,500 if you're younger than age 50. If you're age 50 and older, you can add an extra $1,000 per year in "catch-up" contributions, bringing the total contribution to $7,500. ROTH contributions are taxed in the year you contribute while a traditional IRA is taxed when you begin to take distributions from your IRA.

Build or refresh your money skills: Add at least one good book on personal finance or investing to your summer reading list.

Review beneficiaries and estate planning docs to make sure they are correct. This includes wills, trusts, and advanced directives. Make corrections or changes as needed.

Talk to your Financial Advisor: Schedule a review meeting to go over your portfolio and discuss any changes or concerns you may have with them. Contact Your Advisor Here

<br data-mce-bogus="1">Celebrate Independence Day <br data-mce-bogus="1"><br data-mce-bogus="1"><br data-mce-bogus="1"><br data-mce-bogus="1">Tuesday, July 4, 2022

Celebrate Independence Day

Tuesday, July 4, 2022

July National Days to Celebrate

National Ice Cream Day Sunday, July 16th

National Ice Cream Day Sunday, July 16th

You scream, I scream, We all scream for ice cream!

Celebrated on the third Sunday of July, join in the festivities by experimenting with different flavors, toppings or add-ins. Cool off with a dish or a cone, a shake or a freezie, but do take part in this fun National Day with friends and family and enjoy this yummy treat.

Learn about the history of Ice Cream
National Hire a Vet Day

National Hire a Vet Day

What better way to honor the men and women who served our country than by hiring them?  Tuesday, July 25th has been designated as "Hire A Vet Day".

As service men and women return home, we must remember that they are highly skilled individuals that were trained while serving our country. Large and small businesses can benefit from hiring those that are no longer active military. Today is the day to consider filling open positions in your firm by hiring a qualified vet!

Information about free training for Vets