Barry J. Whitt

01/08/2024

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

01/05/2024

If you've changed jobs over the course of your career, you may have multiple 401(k) accounts. Let’s evaluate your options.

01/04/2024

In honor of National Get Organized Month, let’s set up time to take a look at all aspects of your financial life – from your investments to your estate plan to your retirement plan.

01/03/2024

The start of the year is a great time to take a fresh look at your goals. Maybe your goals have changed, or you have a renewed sense of financial focus. Regardless of where you stand, I’m here to help. How are you planning to tackle your financial resolutions?

12/31/2023

Happy New Year! What are you looking forward to in 2024?

12/28/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

12/27/2023

Did you know that dividends are only subject to capitals tax, whereas interest payments are taxed as ordinary income? Let’s discuss ways you can minimize taxes and choose the best investment strategy to meet your goals.

12/25/2023

Wishing you and yours a very Merry Christmas!

12/22/2023

Sending warm wishes to you and yours this holiday season!

12/21/2023

The first day of winter is here! What are you looking forward to this season?

12/20/2023

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

See which tax bracket you fall into and learn more about filing statuses and deductions.

12/19/2023

Slower, yet soundly positive, economic growth is what the Ameriprise Investment Research Group is watching for in 2024. Read more in this publication.