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January Newsletter

Hello Gretchen,

As the new year begins, I find myself reflecting with immense gratitude on the incredible journey we've shared. 2024 marks a momentous occasion for Gretchen Meyer Financial as we celebrate our 10-year anniversary! It has been a decade of growth, learning, and, above all, the privilege of serving exceptional clients like you. Your trust and partnership have been the cornerstone of our success, and for that, I extend my deepest thanks. 

I’m very excited for what is ahead — both in 2024 and the next phase of Gretchen Meyer Financial. The next decade promises fresh opportunities and unwavering dedication to your financial well-being. Together, let's make the coming years even more prosperous and fulfilling for your personal and financial goals!

Looking forward to connecting with you in the new year! Cheers!

Gretchen & Mark

Financial independence and financial freedom are supported by a foundation created by your mindset and habits. We envision a pyramid pathway that ensures you have support as you work toward achieving your financial goals. 

Mindset & Habits to Help You Accomplish Your Financial Goals:

• Gratitude Journaling — Keep a list of things that you’re thankful for, even simple, seemingly insignificant things.

• Money Affirmations — Create a money affirmation that places you in your success. For example, “I am young, powerful, and successful, earning at least $10k a month” (Suze Orman).

• Visualize Financial Success — Often reflect on your financial success. What will your life be like when you have financial freedom and are financially independent?

• Track Your Spending — Monitor your expenses and how you’re spending your money. If you don’t have a budget, create one to track your progress.

• Practice Delayed Gratification — Get into the habit of pausing before your purchase. If you can avoid impulse purchases that provide immediate gratification, you can more easily identify what you truly want and need.

Sharing Our 2024 Resolutions

Connect deeply with the people I love; be in the moment and laugh often.

Travel somewhere new and continue to explore the world!

Expand knowledge about cultures around the world and their respective languages.

Tax Planning Strategies

Tax Day is Monday, April 15, 2024. 

This is the tax filing deadline for most taxpayers to file their personal federal tax return, pay any tax owed, or request an extension to file. 

Up to and including this date, you can make prior year, 2023 IRA, Roth IRA or SEP IRA contributions. 

Updates to tax planning for 2024:

• 401(k), 403(b), Deferred Comp, and Thrift Savings Plan Contribution Limits increased to $23,000 for those under 50 years old. Participants age 50 or over can contribute an additional $7,500 catch-up contribution.

• Traditional IRA and Roth IRA Contribution limits increased to $7,000 for those under age 50, and $8,000 for those age 50 or older.

• The Simple IRA Contribution Limit increased to $16,000. Participants age 50 or over can contribute an additional $3,500 as a catch-up contribution.

• The SEP IRA Contribution Limit is the lesser of 25% (of the first $345,000 of compensation) or 20% of net income. The max contribution for SEPs in 2024 is $69,000.

• Health Savings Account contribution limit increased to $4,150 for a self-only account or $8,300 for a family account. Participants age 55 and older can contribute an additional $1,000 as a catch-up contribution.

A Comprehensive Financial Plan can help you accomplish your 2024 goals!

A comprehensive, customized financial plan supports you as you pursue your financial goals by not only giving you the roadmap to your success but also helping you visualize the various opportunities available to you.

Our process for creating your customized financial plan is meticulous and comprehensive. We spend the time it takes to discover and understand every aspect of your financial picture, discussing and assessing your every goal. We respond with empathy and without judgment, establishing ourselves as a team with one shared goal — your success.

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