John Spada, Financial Advisor at Morgan Stanley

01/11/2024

There have been changes to contribution limits in 2024, including the increase of 401(k) limits from $22,500 to $23,000. Read more to find out and let’s set a time to discuss these changes.

https://bit.ly/3vuxZJj.

IR-2023-203, Nov. 1, 2023 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2024 has increased to $23,000, up from $22,500 for 2023.

11/10/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

10/25/2023

As health care costs continue to rise, you’ll want to know the options you have to help control your financial exposure to uncovered care costs. Find out here and reach out if you have any questions.

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.

09/11/2023

Today marks the 22nd anniversary of the tragic events of September 11th, 2001. We extend our love and support to the survivors, families of those who lost their lives, and heroes of that fateful day.

We will never forget their bravery and sacrifices.

09/01/2023

Labor Day is a time to acknowledge and appreciate the contributions of every individual who puts their skills, passion, and commitment into their work.

Let’s take a moment to celebrate the hard work and dedication of the incredible workforce that drives our economy forward.

Wishing you a fantastic Labor Day weekend surrounded by family, relaxation, and rejuvenation.

08/24/2023

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any strategies make sense for you.

In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

07/26/2023

Preparing for the unexpected is a key aspect of financial planning. Let’s discuss how a custom life insurance policy can help protect your family.

Learn how life insurance can help you protect your loved ones and help ensure their financial security.

06/21/2023

06/18/2023

Happy Father’s Day to all the incredible fathers and father figures out there!

05/08/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3NLoOLB

05/05/2023

I'm excited to announce that for 2023, I ranked in the Forbes Best-In-State Wealth Advisors! I am both excited and honored to have received this prestigious award. I want to thank both my team and clients for the continued loyalty and support!

I look forward to working with you for this year and beyond!



Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
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