Fellows Tax & Financial Services, Inc.

12/22/2023

07/28/2023

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Working with a financial professional can help you identify weaknesses and opportunities in your financial plan and help you pursue your financial goals. https://hubs.la/Q01W1rYQ0

07/27/2023

The LPL Financial Research Team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis. https://hubs.la/Q01W05KF0

07/26/2023

Our is available! Check out the latest news on the market and key insights. https://hubs.la/Q01W1zLz0

07/25/2023

As your children get older, it may be beneficial to share financial, medical, and estate planning information with them. Awareness of this information, and knowing where to locate documents, can help your children take appropriate action if necessary.

As your children get older, it may be beneficial to share financial, medical, and estate planning information with them. Awareness of this information, and knowing where to locate documents, can help your children take appropriate action if necessary.

07/20/2023

The LPL Financial Research Team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis. https://hubs.la/Q01W0fxF0

07/19/2023

Catch up on this week's market update. https://hubs.la/Q01W1z3B0

07/18/2023

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change too. Retirement is a good time to review the different parts of your insurance program and make any changes that might be needed.

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change too. Retirement is a good time to review the different parts of your insurance program and make any changes that might be needed.

07/17/2023

July is Family Golf Month! Here is a throwback photo from a great day at the beautiful Eagle Mountain Golf Course ⛳

07/14/2023

If you're at least 50 years old, the catch-up contribution rules allow you to put more money in your retirement savings accounts than what is normally allowed for the year. This gives people who delayed saving for retirement – or haven't started yet – a chance to "catch up" a bit and bolster their savings before reaching retirement age.

In addition to raising certain catch-up contribution amounts, the SECURE 2.0 Act also allows additional increases each year. This will help people who are able to contribute more build up their nest egg faster.

07/13/2023

The LPL Financial Research Team discusses current market trends and looks ahead, sharing insightful projections on a weekly basis. https://hubs.la/Q01W1x9h0

07/12/2023

LPL Financial has released this week's market commentary. Read it here: https://hubs.la/Q01W1w0b0