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,...
USA TODAY determined its top 500 financial advisory firms using objective criteria. This recognition was unsolicited by MarsJewett. Rather USA Today conducted an independent survey sent to over 20,000 individuals including clients and industry peers. They...
Walking alongside people in the pursuit of their financial goals, MarsJewett remains future-focused, ascribing to an ever-renewing hope in human ingenuity and progress. This drives our and most investors’ perspective that financial markets, despite periodic downturns,...
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.
After three fantastic years of stock market growth, the financial markets diverged mightily in the first half of 2022. Headlines reported it was the worst start to a year since 1962 as both the stock and bond markets declined from their highs. Normally, stocks and...
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...
When it comes to financial circumstances, we are susceptible to reacting differently than we anticipate. That is because our money is inextricably connected with our emotions. Do I fear further losses? Or am I excited to invest more? Both reactions, though opposite,...
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.
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.
