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FINANCIALLY FOCUSED

March 2024 Newsletter

ETS Client Family Incentive Events

Be on the lookout for how to win a suite at a Gwinnett Stripers game! We will be raffling off a suite for 2 Client Families for each game below.

More info coming soon on how to enter your name into the drawing!

 

What to Know When You Turn 65

 

Certain birthdays are 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/

 

E.T.S. Financial Services, LLC. is not affiliated or endorsed by the Social Security Administration or any government agency. Investment advisory services are offered by First Advisors National, LLC, a Registered Investment Advisor in the State of Georgia. Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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