Top of Mind (Q4 2015)

Each quarter, we will share three things that we are keeping Top of Mind

Here's the list as we begin 2016:

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1.)    Make a list – and check things off

 The start of a new year is a great time to take inventory of your financial “to do’s” – and then to get things off the list once and for all. 

Delaying updates to your will and estate plans?  Been meaning to look at your 401k plan and ensure you are properly invested and contributing sufficient percentage of your income?  Have debt you’ve been planning to pay down?  Now’s the time to get started on these items and many more. We are ready and able to help when you are!

2.)    Keep saving – but know the limits

Each year, the IRS sets limits for the amount of contributions to retirement plans, as well as the income levels for which you can deduct such contributions.  Continue to save in 2016 – but keep these limits in mind.  Here's a good article summarizing these limits for the new year

3.)    Stay informed with the Skimm

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Here's a fun one - if you don’t already subscribe to the Skimm, I highly recommend it.  It is a great way to keep up on important news each day, as well as some fun stories to brighten your day.  Sign up here!



Check back next quarter to find out what we're keeping Top of Mind!