The 2024 Mid-Year Check-Up

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Today’s Smart Money Question:

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

Staying on top of your finances is essential for long-term success and a mid-year review can help you identify any potential problem areas. So this episode will touch on essential topics such as tax planning, optimizing 401(k) contributions, understanding company benefits, and the impact of AI on investing. Let’s not overlook estate planning so we’ll take you through the importance of keeping your beneficiaries updated to avoid costly mistakes.

This episode is packed with both entertaining summer stories and crucial financial advice that you won’t want to miss.

 

Here’s some of what we discuss in this episode:

  • Mid-year tax planning is important so what moves should you be considering?
  • Make sure wherever you are working, that you understand all of HR benefits.
  • How is AI going to potentially change the investing world?

 

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

 

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