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Have you maximized your IRA (Individual Retirement Account) and/or Roth IRA for 2023? Make sure you maximize potential tax benefits and don't miss out on a great opportunity.
You still have time. The deadline for 2023 IRA contributions is Monday, April 15, 2024. The IRA contribution limits for 2023 are $6,500 for those under age 50 and $7,500 for those 50 and older.
If you have already contributed to an IRA for 2023, great! Let's schedule time to ensure your annual investment benefits have been maximized.
If you haven't contributed for 2023, I can help - let's talk and make sure you don't miss the deadline.
If you don't have an IRA yet, I can walk you through the process and get you started. It's easy.
Contributing to an IRA is a powerful money move. Take advantage of this opportunity before the deadline!
Learn our basic common sense principles of How Money Works™ and put them to work for you.
There's no "cookie-cutter" method to improving your financial health. We understand your personal finance is just that – personal. We welcome the chance to earn your trust, and your business!
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How Money Works™ For Kids | A Parent's Guide is designed to help you teach your children simple financial strategies now so they’ll be better equipped to deal with money matters on their own later.
You have the power right now to help your children avoid common money mistakes by helping them grow up money smart!
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Financial Needs Analysis.
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