In Perspectives

Following our January conversation about starting the year with strong financial health, we invite you to keep the momentum going with Crestwood Advisors. As your life and goals evolve, so should your financial strategy. Let’s take this opportunity to deepen our collaboration, ensuring your financial plans are as dynamic and forward-looking as you are.

Focus on What Matters to You:
• Thinking about a big purchase or investment? Let’s plan it together.
• Experiencing changes in your life priorities, like family or health? Your financial plan should reflect these.
• Considering adjustments in your family or living situation? We’re here to guide you.
• Approaching a significant birthday or milestone? Let’s make sure you’re prepared.

Strengthen Your Financial Base:
• Review your emergency fund to ensure it’s sufficient.
• Maximize your retirement contributions, based on this year’s limits.
• Explore the best tax strategies for your situation, including Roth contributions.
• Consider other savings options, like HSAs and brokerage accounts, for long-term benefits.

Family and Future Planning:
• Need help with family financial goals, like buying a home or saving for college? We can help.
• Estate planning is crucial, especially with changing tax laws. Let’s discuss how to best secure your legacy.

At Crestwood Advisors, we’re more than just advisors; we’re partners in your financial journey. Building on our earlier insights, we’re here to support, guide, and empower you as you navigate through 2024 and beyond. Whether you’re refining your goals, boosting your savings, or planning for your family’s future, we encourage you to reach out with any questions or for further discussion. Let’s work together to make this year one of growth, security, and financial well-being.

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