Weekly Round Up of Articles

November 08, 2023

The House is workin to address the Government Funding Deadline of November 17th and new House Speaker Johnson has expressed openness to a Continuing Resolution to January 15th, 2024. There is also concerns that there could be a larger Geopolitical Conflict with the start Israel's ground invasion of Gaza.  We wanted to share our weekly roundup of articles that can benefit or impact your planning outcomes.  If you have questions or concerns, please use the link below to schedule a time for a conversation.  Please also feel free to forward to anyone you believe might benefit.  

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Fed's Cook discusses potential financial risks

IRS announces tax brackets, estate tax exemption amount for 2024

A 3-part financial plan to prepare for 2024

10 factors to determine whether you're ready for retirement

Younger adults point to difficulties with financial goal

Survey: Millionaires point to these key financial factors

Widowed spouses may face unexpected tax consequences

Should you add another owner to your home's title?

What to know about pet trusts