August 2024 Newsletter
Submitted by Bevilacqua Associates on August 16th, 2024AUGUST 2024 NEWSLETTER
AUGUST 2024 NEWSLETTER
JULY 2024 NEWSLETTER
As you enjoy your summer, keep in mind that mid-year is the perfect time to address your finances and ensure that your retirement is on track. So, before you hit the beach or the mountains, take an hour or two and take a look at your financial picture.
Double-Check Your 401(k)
JUNE 2024 NEWSLETTER
5 Financial Wellness Myths Surrounding Near Retirees
Myth #1: No more taxes
MAY 2024 NEWSLETTER
APRIL 2024 NEWSLETTER
MARCH 2024 NEWSLETTER
Over the past few weeks, the Dow Jones, S&P 500, and the Nasdaq indexes have closed at record highs. With the stock market surging recently is now the time to get in or are timid investors better off staying on the sidelines a little longer?
FEBRUARY 2024 NEWSLETTER
Understanding the Role and Tasks of an Executor
The executor acts as the manager and guardian of the estate, making sure the deceased's wishes are executed according to their wishes in their will or trust documents.
JANUARY 2024 NEWSLETTER
Regardless of whether you and your parents have always talked freely about money or never discuss the subject, there are several considerations you may want to address with them as they approach their later years. The six questions below can help you to start thinking about and planning for that conversation.
Six Questions to Ask Older Parents