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Eye on Money May/June 2024

Eye on Money May/June 2024

May 01, 2024

We invite you to check out the new issue of Eye On Money! Inside are articles on:

  •  Catching up on retirement savings. Steps you can take to help get your retirement savings on track to your retirement goal.
  • Summertime tax and financial tips.  A few ideas to help you make the most of your summer.                                          
  • What to know about Social Security before you begin benefits.  Don’t miss this one if you are thinking about claiming your Social Security retirement benefits soon! 
  • Financial incentives for making your home more energy efficient. Planning to make energy-efficient improvements to your home this summer? There are two federal tax credits that may help you recoup part of the cost of making those improvements.

 Also in this issue, you can learn about avoiding federal tax on unused 529 plan funds, generating income in retirement, and checking the status of your tax refund. Plus, you can travel vicariously to Lake Lucerne, Switzerland, discover what’s on this spring, and see how much you know about the upcoming Olympics in Paris.

 If you have any questions, please make an appointment in our calendar.

Eye on Money May/June 2024