Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

New Year, Fresh Start

POSTED ON February 2nd - POSTED IN gifts, 401k, 2024, contributions

By William Beynon & John Walker - One thing that I encourage everyone to do is think in a forward way as one-year yields to another. Whether 2023 was a banner or a bust for your family, we can all start fresh on a new calendar year.[…]

William Beynon
President & CEO

Co-Author of Wisdom in Wealth.

John Walker, AEP®, CFP®, CAP®
Managing Director | Private Wealth Management

Co-Author of Wisdom in Wealth.

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