This month, my newsletter explores the following topics:
They say, “Elections have consequences.” As November approaches, the conversation intensifies around the changes each outcome might bring. Don’t hesitate to contact me if you want to review your positions and strategies.
Check Off These Four Financial Tasks To Finish 2024 Strong
Reassessing your finances throughout the year is crucial for optimizing outcomes, but making tweaks in the second half of 2024 is particularly vital. Include key areas like maximizing tax-free opportunities, protecting your assets, optimizing interest-earning potential and ensuring your estate plan is up to date.
Four Keys To Financial Resilience When Your Life Changes
Transitions can be hard, stressful and costly. With a little preparation and the right team on your side, you can handle all the curve balls life throws.
Mortgage Rates Plunge To Lowest Level In More Than A Year
U.S. mortgage rates plummeted recently after weaker-than-expected employment data raised the odds of the Federal Reserve cutting interest rates next month. It’s a big step in the right direction for America’s notoriously unaffordable housing market.
IRS Issues Final Rules For Inherited IRAs – But Many Are ‘Missing The Boat’ On Taxes, Pro Says
As the IRS finalizes rules on inherited IRAs, understanding the implications of your withdrawal strategy is crucial. Here’s why experts suggest potentially considering more substantial withdrawals earlier to save on taxes later.
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.
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