by MRA Advisory Team | Jan 9, 2024 | MRA Checklist
It can be difficult to get started with financial planning but we can help! At MRA Advisory Group we offer complimentary 1st meetings with our advisors. We’ll work with you to craft a financial plan that fits your lifestyle at the present time. Schedule a... by MRA Advisory Team | Jan 8, 2024 | Retirement, Retirement Planning, Women's Retirement
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year. As... by MRA Advisory Team | Jan 2, 2024 | Yearly Market Recap
If you’d like to get started working towards your financial goals in 2024, we can help. We offer complimentary first meetings with our advisors and will work with you to craft a financial plan that fits your life. Schedule a Meeting Overview The year 2023 was... by MRA Advisory Team | Dec 13, 2023 | Uncategorized
Starting in 2024, you may be able to irrevocably elect to transfer the new and previously-owned clean vehicle tax credits to dealers who choose to participate in the program. You will receive an immediate financial benefit from the dealer equal to the credit in return... by MRA Advisory Team | Dec 11, 2023 | Financial Planning, Goal Setting, Investments, Retirement Planning
Goal setting is fundamental to sound financial planning. Whether you’re just starting or have been saving for a while, it is essential to identify and prioritize your objectives. Often, however, it’s difficult to express and assign your goals. Are you looking... by MRA Advisory Team | Dec 7, 2023 | Happy Hanukkah
All of us at MRA Advisory wish you a Festival of Lights filled with happy memories, blessings, and prosperity in the new year. And your table filled with latkes, laughter, and love! by MRA Advisory Team | Dec 5, 2023 | Market Update, Stock Market
The uncertainty around near-term interest rates has dominated the story of the stock market in 2023. Perhaps not since the 1970s—when runaway inflation and sky-high interest rates were the crisis du jour—has monetary policy affected investment outcomes in such a... by MRA Advisory Team | Nov 20, 2023 | 2024 Important Tax Numbers, Tax Resource
There are lots of important tax numbers that need to be kept in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change but are used frequently. Given the variety of sources that report relevant numbers,...