Three Financial Planning Reasons for Thankfulness in 2023

We have countless reasons to be thankful in 2023. We are thankful for our health, for our family, for our friends, and for you, our wonderful extended family and friends! Here are three reasons you might want to show your gratitude.

Colorado Gives Day

Many charities will receive a matching gift if you make a gift before December 5th. Visit https://www.coloradogives.org/ to learn more about how you can make an even bigger impact. Plus, they have a nice list of charities if you are looking for somewhere to make a difference.

CollegeInvest Free $100! Up to Free $2,600!

If you have a child born in the year 2020 or later, then consider starting a Colorado 529 plan. You will receive $100 for setting it up and a $500 matching grant, each year, for five years! Grandparents, you can still help your grandkids, but you want to give the money to the parents so they can fund the plan. For all the details as well as the pros and cons of college planning, contact your advisor at A&I Wealth Management.

Gifting Limits are $17,000

If you want to make a gift to a non-charity, then consider a flat-out gift. The limits in 2023 are $17,000 per recipient. You may double that amount if you are gifting to a married couple. And if you are a married couple, then you can double it again. So be generous this year!

Q3 Investment Commentary Movie Available

Visit our website at https://assetsandincome.com/investment-advice-ira-plans-videos#2023-11 to watch our  most recent half-hour commentary on investment markets and the economy.

Holiday Party December 1st

Join us at our new office for the biggest event of the year, our annual holiday party. We start at 4PM and keep going until we run out of food, wine and desert! Feel free to bring a friend. RSVP by calling us at 303.690.5070 or emailing us at clientcare@assetsandincome.com