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Investment Answers Spring 2018 News

June 20, 2018

With spring wrapping up and heading into the summer months, it is an ideal time to review your finances. Many are still paying off holiday purchases, tuitions are due for children or grandchildren, and New Year’s Resolutions are often long gone. Did you intend to implement a budget for 2018? If so, how are you holding up on your expenses and savings plan?

When families get together during the holiday season, emotions can run high. We recommend taking the summer months to review your own Financial Fitness and schedule those Family Meetings that you’ve been thinking might be a good idea.

Keep in mind with the 2018 tax changes, if you are on a fixed income from your retirement accounts, you may need to make adjustments to your tax withholdings so you’re not giving away too much of the money you’ve already earned to your state or the federal government in 2018.

We’re here to help with all of these challenges and opportunities. Call the office at 502-690-3434 to schedule an appointment, or schedule online.