Jinks Clary at Prudential

03/21/2024

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

02/15/2024

One in five parents say they’ve tapped into retirement savings to help adult children with their finances. By setting financial expectations with your family now, you can avoid depleting your own resources later.

Prudential’s Delvin Joyce shares more on the importance of financial planning among today’s economy in a new article from Barron’s:

A Bankrate report found that almost 70% of parents with adult children have made financial compromises to support them.

02/12/2024

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss 517-797-7027/[email protected].

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Roth IRA contribution limits have gone up for 2024. Here's a look at the new limits and income-based phaseouts.

01/26/2024

Tax season is often a daunting time for many individuals. Understanding the deduction option that is right for you is important in helping to lower your tax burden in 2024. Read on to learn more about standard tax deductions and how they may benefit you.

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

The standard deduction is advisable when it is greater than your total itemized deductions listed on Schedule A.

01/25/2024

As we step into the new year, it is the perfect time to review your finances. Explore these five financial tips to help make sure you stay on track this year.

These financial planning steps can help ensure your financial wellness for the rest of the year, so take some time to look at your goals, debt, taxes and more.

01/17/2024

With new tax rules regularly being implemented it is tough to keep up. If you are a senior prepping for the 2024 tax season, make sure you are aware of these four tax deductions that you may be able to take advantage of.

There are a host of tax breaks available to retirees and older Americans, but they’re easy to miss.

01/16/2024

Studies show that renting can age you faster than smoking. Read on to learn why home ownership may be a better option for your health.

Renters biologically age at a rate of 2.5 weeks per year faster than those who own their home, researchers say—a worse impact than smoking or unemployment.

01/15/2024

Today, we remember that Dr. Martin Luther King Jr.’s tireless pursuit of justice and equality is still a work in progress. Every day, his legacy inspires us to build stronger communities and to strive for a better, more unified world.

01/05/2024

Join us any Wednesday in February for our ‘Women Only Wednesday’ seminars on assessing your current financial situation and securing your future.

➡️ Register by contacting us directly at [email protected] and [email protected].

01/04/2024

A new episode of PGIM Market Commentary is here – topics highlighted: Soft landing optimism, expectation that economic growth will slow, and some key data. 🎧 Listen here: https://bit.ly/pgim-marketcommentary

12/28/2023

The holidays are a time to reflect and spend time with loved ones as we prepare for the New Year. Happy Holidays to all, wishing you a season filled with joy and love!

12/26/2023

California, Florida and Prague all made the list of top travel destinations of 2023 for Retirees. As you begin your travel planning for 2024 you may want to consider these and other destinations.

Forget your family's home — these are the best destinations for the holidays.