Financial Planning | Your 2019 Financial To-Do List

Contribute to your retirement plan.  In 2019, the yearly contribution limit for a Roth or traditional IRA rises to $6,000; $7,000 for those making “catch-up” contributions.  Income limits are applied to Roth IRAs.  You can contribute up to $19,000 to 401(k), 403(b), and most 457 plans, with $6,000 “catch-up” contributions.1

Make 2018 IRA contributions by April 15, 2019, which is the deadline for filing your 2018 federal return.

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Why Work With a Financial Planner? | Planning Insights

There are many reason to work with a financial professional.  Here are some of the reasons.

  • A financial professional can apply his or her skills to your specific needs. Just as important, you have someone who can answer questions about things that you may find confusing or anxiety-provoking. When the financial markets go through one of their periodic downturns, having someone you can turn to may help you make sense of it all.

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