If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.
A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...
Purpose and satisfaction are inextricably linked when it comes to enjoyment in life. Cultivating purpose, or finding meaning in our life’s journey, is so often connected with community. We need others, and we thrive when we have caring connections with people. Our...
The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand.
In early October, MarsJewett was delighted to welcome so many clients and friends to our Client Appreciation Event. Historically, the firm has facilitated such events to express gratitude and provide an entertaining experience for clients. Past events have been held...
Humanity is commencing on yet another unprecedented experience, at least financially speaking. With trillions in assets transferring from one generation to another over the next thirty years, the greatest generational transfer of wealth in history has begun. Like most...
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...
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.
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...
