What should I be doing for my year-end 💵 planning?
retirement, philanthropy, investing, financial planning Catherine Valega retirement, philanthropy, investing, financial planning Catherine Valega

What should I be doing for my year-end 💵 planning?

What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.

Read More
Year-end Financial Moves to Consider + What I’m Thankful for
financial planning, IRA, insurance Catherine Valega financial planning, IRA, insurance Catherine Valega

Year-end Financial Moves to Consider + What I’m Thankful for

Check out our year-end financial strategies to consider, learn some quick money-saving tips, and read what we’re thankful for this year. Should you potentially consider a Roth IRA conversion, or a Qualified Charitable Distribution? Did you know you can use HSA and FSA funds to purchase menstruation supplies this year?

Read More