May 2024

May 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

Discussing the Crucial Role of a Trusted Decision Maker As our population ages, the importance of elder care becomes increasingly evident. It’s a stage of life that requires careful attention, compassion, and often, significant decision-making. However, there may come a time when individuals are no…

April 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

How to Embrace Spring Cleaning There is a sense of renewal and possibility that comes with the arrival of spring. Now is the ideal moment to shake off both literal and metaphorical cobwebs and embark on a refreshing journey through the cherished tradition of spring…

March 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

Key Provisions of the Secure ACT 2.0 We are one year into SECURE Act 2.0 (Act or 2.0), passed at the end of December 2022, and the opportunities and confusion continues. With more than 90 provisions that are being phased in over the next 10…

February 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

We are thrilled to be able to highlight our ParaPlanner, Matt Thomson in this month’s newsletter. From his initial days with us to the present moment, Matt been consistently demonstrating dedication, innovation, and a passion for his work. During our sit-down conversation with Matt, he…

January 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key highlights today. In…