Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter holidays and summer vacations, the annual emergence of tax season reminds us to organize our finances. Synonymous with growth and renewal, National Financial Literacy Month arose in April.

At MarsJewett, we have always strived to help you understand your financial picture as it relates to your personal goals and portfolio. And we endeavor to offer you more educational insights ahead. For our future, we take a cue from our past. Having served clients for decades, the firm originally grew through educational workshops and events aimed at helping people understand their financial opportunities. Many of you attended such events! Undeniably, MarsJewett was built on financial education. Fittingly, the firm recently hired a Director of Financial Education (That’s me!) to maintain consistent focus on outreach and insights in serving clients.     

Whether in your individual appointments or through seminars and events, MarsJewett is foundationally rooted in financial education. The firm is committed to this now, even more. In the future, you will see more posts, impactful insights, timely topics, and educational events. The MarsJewett team is here for you. As we serve you, your family, and friends, stay tuned for what is to come. Thank you for your trust. Whether in spring or winter, it is our sincere honor to walk alongside you through every circumstance and seasons of life.

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Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Key Financial Data 2022

Key Financial Data 2022

If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.

Insights Regarding Inflation

Insights Regarding Inflation

An economic reality on the minds of many these days is inflation.  Due to a worldwide pandemic, our economy was largely shut down.  Subsequently, money was distributed to the American people to avoid recession.  Now the challenge is that as demand...

Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Key Financial Data 2022

Key Financial Data 2022

If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.