by Thomas Dettre | Feb 13, 2024 | Monthly Tips
Tom’s Tips Greetings to all, and I hope this message finds you well as we make our way through winter. It has been quite mild here in New England, and spring isn’t all that far away. As tax season gets into full swing, I think it can be helpful to have some...
by Thomas Dettre | Jan 3, 2024 | Monthly Tips
Tom’s Tips Greetings, and Happy New Year to all! I hope 2024 is off to a great start for everyone. I always like to emphasize the importance of retirement planning, including saving and investing for retirement. Several retirement plan contribution limits are...
by Thomas Dettre | Aug 28, 2023 | Monthly Tips
Hello All, I hope everyone is enjoying summer, despite the incessant rain here in New England! Hopefully late summer and fall will bring drier weather. Artificial intelligence (AI) has dominated many news feeds over the last few months. Many of us are wondering what...
by Thomas Dettre | Feb 9, 2023 | Monthly Tips
Hello All, I hope this message finds you well as we make our way through winter. It has been fairly mild here in New England so far, but we know that spring is still not yet imminent. Many of you may have heard about the recent passage of the “SECURE 2.0 Act” late...
by Thomas Dettre | Dec 22, 2022 | Monthly Tips
Tom’s Tips Hello All, I hope this message finds you well as we approach the end of 2022! It has been a volatile year in the financial markets, as you are likely well aware. As the article below points out, declines in the value of traditional (tax deferred) IRA...
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