Tax Season is Here! Please remember that if you are working, you can contribute into an IRA for 2024 until the tax deadline on April 15th, 2025. Please let us know if you’d like to make a contribution as soon as possible as it does require some lead time. Understanding Market Trends: The Seasonal
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Tax Season is Here! Please remember that if you have a non-retirement account, the documents typically arrive in the 3rd or 4th week of February, so scheduling your tax prep on March 1st or later is the most safe path. Market Indicators for 2025 January has come to a close, and it was a
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As we begin 2025, we wanted to address some of the upcoming changes to tax laws that may impact our financial planning clients. While there are certainly more changes than we will discuss here, we specifically wanted to focus on changes that will be more front and center of our client conversations. We suggest discussing
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Watch this Month’s Market Commentary on YouTube: Market Commentary January 2025 – Summit Financial Consulting LLC Reflecting on 2024 and Looking Ahead to 2025 2024 was a great year, and we want to thank you for being a client! We sincerely hope you had a happy holiday season, and we look forward to working together
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Deciding if/when to retire could potentially be one of your largest financial decisions in your lifetime, so we strongly recommend meeting with your personal advisor to review your financial plan to help ensure you can afford this major life change. This decision can become more difficult if you have children who will be entering college
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