Good time to learn what the contribution limits are so you can plan for 2025.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

It's important to know how much you're paying in taxes, so you can plan.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

Creativity is needed for retirement planning and this episode shares how a HSA can help.

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

According to a Fidelity survey 33% of spouses don't retire at the same time. All spouses need a plan for but especially if one retires first.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

Sometimes the easiest things to do are also the most difficult things to do. Now is a good time to make sure your retirement accounts have a named beneficiary.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

Learn the four L's of retirement planning and how a full retirement plan and bring more clarity to the L's.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

As adults we need to consider the "what if" the unthinkable happens, incapacitated. There are some basic documents adults need to consider.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay

You might be ready to work less but not ready to retire. Is phased retirement for you?

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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.

Cambridge does not offer tax or legal advice.

Music credit: Music by Lesfm from Pixabay