As we welcome March, it’s a perfect time to revisit your financial goals and set yourself up for success. This month, we celebrate Women’s History Month, honoring the achievements of women who have shaped industries, communities and financial progress.
In this newsletter, we’ll cover key financial topics to help you stay informed and in control. From understanding tax-rate risk in retirement to deciding whether to buy or lease your next car, we’ve got insights to help you make the best choices for your future.
Let’s make March a month of smart decisions, renewed focus and financial confidence!
Key Dates
- March 1: Start of Women’s History Month
- March 9: Daylight Saving Time begins
- March 17: St. Patrick’s Day
- March 20: First Day of Spring (Spring Equinox)
Market Insights
Here’s a look at the market for the last year, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
How Tax-Rate Risk Could Impact
Your Retirement
Taxes in retirement might not be as predictable as you think. In this short video, we break down Tax-Rate Risk—what it is, why it matters, and how it could affect your future income. Plus, we’ll explore how life insurance and a diversified strategy may help you manage tax changes and protect your retirement savings.
Let’s plan for a future that stays strong—no matter where tax rates go.
Buy or Lease: Which Car Strategy Works for You?
When it comes to getting a new car, do you commit for the long haul or trade up every few years? Whether you finance, lease, or pay cash, each approach has pros and cons.
Which option fits your lifestyle and finances best?
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
If you’d like to discuss how to strengthen your financial plan, reach out to our office. We’re here to help you navigate your journey.
The opinions expressed and the materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is not an indicator of future results. 7188949DH_OCT26
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.