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Today’s Smart Money Question:

As we close in on the final two months of the year, there’s a lot happening now and plenty to look ahead to for 2024. That’s what we want to spend some time on today by sharing some of the discussions we’re having in our office and some of the questions we’re answering from clients in this final quarter of the year. This includes open enrollment, world conflicts, and financing a new home.

Obviously there’s a lot going on in the world and with what’s happening in Israel, we’ve been fielding many questions like we did with Ukraine in 2022. When we have these world conflicts happening, investors are trying to figure out how the market will react. We’ll talk

Plus, open enrollment is going on right now and benefits need our attention each and every year. We’ll share two great articles about what’s coming up with the different open enrollment and we’ll also talk about taking advantage of the Affordable Care Act if you aren’t not eligible for Medicare.

Finally, we want to share two of the same situations that came up with separate clients the last couple of weeks about moving to a new property before selling your current property. We’ll share the different strategies, tax considerations, and financing options that are best right now.

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

• The different open enrollments and what you need to know.
• Understanding the different parts of Medicare.
• Does the market overreact to world conflicts?
• Working through a situation with clients about moving into a new property.

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.