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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

  • Simple Tax-Loss Harvesting Strategies for Retirement
  • Is a Self-Directed IRA Right for You? The Pros and Cons You Need to Know
  • The $100,000 Decision: Your 2024 Roth Conversion Master Plan
  • Financial Monsters: Your 2024 Money Survival Guide
  • How to Use the Bucket Strategy for Retirement Withdrawals

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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.

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