Have you maxed out your 401K? With only three more months left of the year, now is the time to take advantage of fulling funding your retirement account. Remember, if you're age 50 and over, you are also eligible to make a catch-up contribution.
As always, we also wanted to check in with you to see if you had any changes or updates that you need us to attend to. If we can be of service in any way, please do not hesitate to contact us.
Stacy Brilliant, Chief Operating Officer
WHAT'S YOUR DESTINATION?
All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.