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Monthly Market Newsletter, December 2023

Monthly Market Newsletter, December 2023

February 22, 2024

This month’s Your Money Matters newsletter contains helpful information on tips for changing unhealthy behaviors, important considerations for your investment philosophy, alternative uses for college savings plans, and surprising examples of "creative" tax deductions. If you have questions, don't hesitate to reach out to us for answers.

Have a great day!

Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.