FINANCIALLY FOCUSED

March 2024 Newsletter

What to Know When You Turn 65

Certain birthdays a particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your most momentous birthday of all.

An AARP article 5 Things You Need to Know About Finances When Turning 65, provides some very helpful information.

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Ireland is the only nation in the world with a musical instrument as its national symbol

You may associate the shamrock with Ireland, but it actually has two national symbols – the harp and the shamrock. The Guinness logo is one prominent example!₁

Key Retirement and Tax Number for 2024

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2024.

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Jumbo Breakfast Cookies

Jumbo breakfast cookies are perfect for grabbing on the way out the door. Feel free to substitute chocolate chips or dried cranberries for the raisins or any combination of the three for a little different twist.

Get Cooking!

1 https://worldstrides.com/blog/2019/05/7-things-you-didnt-know-about-ireland/

Jeffrey Bird and Ronald Bird offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Financial Concepts, Inc is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jeffrey Bird and Ronald Bird, independent agents.

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