In this video we cover timely tax reminders for all! The tax filing deadline is April 15th, this also is the deadline for contributing to your Roth or Traditional IRA’s for 2023. Watch this week’s video to see Dylan breakdown contribution limits and other tax related topics to consider.
Timely Topics
We have a service that works like a GPS
Today Matt is sharing a service you may not know that we offer and have always offered. It works similar to a GPS, but instead of guiding you to your destination, it helps you navigate through your financial life. We offer comprehensive financial planning to all our clients at no additional cost. Comprehensive financial planning takes into account your current financial situation, goals, and risk tolerance to create a personalized roadmap for your financial success. If you’re contemplating a big transition such as retirement, or you’re in retirement and want to make sure your money will last you for years to come this may be a great solution to give you peace of mind and help guide you. Our team is here to provide guidance and support every step of the way. If you haven’t taken advantage of this service, email us and our team will explain the steps to get started and schedule a meeting.
Are Bonds Broken?
In today’s episode of Matt’s Minutes, we were discussing bonds. While bonds may have disappointed us last year, it’s important to understand how interest rates impact the value of bonds and why they underperformed last year. In the video above, Matt explains this inverse relationship, and by understanding the dynamics of bonds, investors can anticipate how changes in interest rates may affect the value of bonds in their portfolios.
Are you ready if tragedy strikes?
In today’s episode of Matt’s Minutes, I reflect on the heartbreaking fires on the island of Maui, which have caused immense loss of life, homes, and families. This tragedy highlights the critical importance of being prepared for unexpected events. Are you prepared for an emergency? If you’re unsure, we can help guide you in creating a solid plan. Watch the full video above, and feel free to reach out if you need assistance with your preparedness.
Shoulda, Coulda, Woulda
In this episode of Matt’s Minutes, we dive into the exciting news: we’re officially in a bull market! A bull market is defined as a 20% rise in the stock market, but many investors who sold during the market downturn might be wondering, “What if I had held on?” Staying invested during a market decline can be psychologically tough, but it can also be financially rewarding in the long run. Watch the video above to learn why patience pays off and how staying the course can lead to better outcomes.
Thoughts On The Debt Ceiling
In today’s episode of Matt’s Minutes, we’re diving into the topic of the US debt ceiling, a headline that has been making waves in the news lately. But what does it really mean for you as an investor, and should it be a cause for concern? We’ll break down what the debt ceiling is, how it impacts the economy, and what you need to know to stay informed and make smart decisions in these uncertain times. Click the video above to gain clarity and insights on this important issue.