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Archive for January 2024

2024 401k Rules Adjust – Are You Making the Most of Updated Limits?

By Barb | January 20, 2024

As the new year kicks off, have you checked the latest on 401(k) contribution limits? Understanding the changes allows fully optimizing your strategy. This quick guide makes it easy to…

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What’s the Economic Outlook for Your Retirement?

By Barb | January 12, 2024

Wondering what major money events and economic trends might impact your retirement plans this year and beyond? As headlines make everything sound doom-and-gloom, let’s decode how ongoing changes could affect…

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Rocking Your Retirement in 2024 Even When Times Get Rocky

By Barb | January 1, 2024

I know you keep hearing certain doom-and-gloom forecasters throwing around the R-word (that’s “recession” for the macroeconomically uninitiated). Apparently some Wall Street number cruncher’s models suggest rough waters ahead.  But…

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Recent Posts

  • 8 Holiday Spending Tips to Keep Your Retirement Savings Secure
  • Maximizing Your Social Security Benefits: Strategies and Tips
  • 10 Essential Steps to Protect Your Retirement Goals
  • Review Your Insurance Policies and Long-Term Care Plans Before the Year Ends
  • 6 Thoughtful Ways to Express Gratitude to Loved Ones This Thanksgiving

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    Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and SF Financial Services are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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