Prime Capital Financial of the Ozarks

Retirement can be a rewarding time, but it often brings unexpected stress, anxiety, and even depression: https://bit.ly/3TVsj4y Many retirees miss the structure and social connections that work provided. Explore ways to rediscover purpose and joy in this new chapter. For tips and support on managing these emotional changes, check out the full article below. Let’s talk about your transition, call us!

Halloween might be over, but don’t crush Tuck’s pumpkin spirit!?? He’s still ready to roll into Thanksgiving, bringing the same festive energy.?? Just like Tuck, we’re here to help you as we move into the next season—working hard to make sure your financial future is as bright as a jack-o’-lantern!??

As the holiday season approaches, it's a great time to start planning your budget! With families preparing for increased holiday shopping expenses, discovering ways to save now can help lighten the financial load. Here are six tips to get you started: https://cnet.co/3BJVZeB Set Spending Limits Make a Plan Create a Sinking Fund Automate Your Savings Consider Short-Term CDs Shop Early Start saving today and vow to make this holiday season joyful without the financial stress!

Sign up for our next Prime Capital Wellness webinar! Register here: https://bit.ly/3UwJXvx Subscribe to the whole series: https://lnkd.in/gdwmgchz #pciaozarks #money #investing #finance #springfieldmo #fiduciary

The end of the year is a busy time and important deadlines are fast approaching. It’s crucial to stay on top of your financial deadlines to avoid last-minute issues! Required minimum distributions (RMDs) must be withdrawn from traditional retirement accounts like 401(k)s and IRAs by December 31 each year beginning at age 73. Roth conversions—converting taxable accounts to tax-free Roth accounts—must also be completed by December 31 of the tax year, and they cannot be undone. Tax-deductible charitable contributions must also be completed by December 31, and the fair market value (FMV) of non-cash items must be determined: https://bit.ly/4gZ4lPE We’re here to help you with these deadlines in conjunction with your tax professional. Call us as soon as possible if we haven’t spoken already!

MONTH-IN-REVIEW: Curious to see what happened with markets in the month of October? Find out here: https://bit.ly/3YVHXQh #pciaozarks #money #investing #finance #springfieldmo #fiduciary

Happy “Talk Money Day!”????? As financial professionals, discussing money is our passion! Whether it’s budgeting, retirement plans, or saving for that dream vacation, we’re here to help make financial matters simple and understandable. Let’s break the ice and start a conversation about your financial goals today! After all, the more we talk, the more we can help you succeed!????

November is Long-Term Care Awareness Month!???? Many people don't think about the need for long-term care until it's too late. Now is a great time to explore your options and understand what’s available to you. Don't wait—call us today so we can help you prepare for the risks you may face in retirement, including long-term care!??

Here’s to a Halloween full of treats and no financial tricks! Happy Halloween!????????

Protect Yourself from These Common Money Scams!?? Fraudsters are targeting older individuals with government impersonation, voice scams, and phishing schemes: https://bit.ly/4fYZYni Stay alert and verify any unexpected requests for money or personal information. Concerned about your financial security? Contact us today to help safeguard your future!??