March 2024 Newsletter
BG Wealth Advisory, LLC & BG Wealth Management, LLC
Creating a pressure-free environment to achieve your retirement goals
Office News
Upcoming Federal Employee Retirement Benefit Training Webinars:
March 19th, 2024
9am:?Click Here
3pm:?Click Here
6pm:?Click Here
March 21st, 2024
9am:?Click Here
3pm:?Click Here
6pm:?Click Here
March 23rd, 2024
9am:?Click Here
For more information regarding upcoming seminars and events,?please go to our website!
Listen to Barb's new podcast "Anchor Your Retirement"!
Hot Topics: What to Know When You Turn 65
Certain birthdays a particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your most momentous birthday of all.
An AARP article 5 Things You Need to Know About Finances When Turning 65, provides some very helpful information.
领英推荐
Trivia: Ireland is the Only Nation in the World with a Musical Instrument as It's National Symbol
You may associate the shamrock with Ireland, but it actually has two national symbols – the harp and the shamrock. The Guinness logo is one prominent example!
Tips & Tricks: Key Retirement and Tax Number for 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2024.
Recipe: Jumbo Breakfast Cookies
Jumbo breakfast cookies are perfect for grabbing on the way out the door. Feel free to substitute chocolate chips or dried cranberries for the raisins or any combination of the three for a little different twist.
Advisory services are offered through Safe Harbor Financial Planning Group, LLC, a Registered Investment Advisor in the state of Kansas. Insurance products and services are offered through Gulin Financial Corporation, an affiliated company. Safe Harbor Financial Planning Group, LLC and Gulin Financial Corporation are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
congratulations on your latest achievement! ?? As Steve Jobs once said, your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work - Keep striving for greatness! Looking forward to seeing more of your successes. ???