Spring Update 2024
Here are spring update notes for my clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we’re making this video to share with them. As a RetireMentorship listener, you get to listen in, though many of the resources are aimed at our La Crosse Financial Planning clients.
I’ve split the video into three segments: Big Picture, Firm, Action Items, and Personal.
Big Picture Spring Update
- The Market Recovered
- Inflation was Crushed
- The Recession Never Happened
- Many Economic Indicators Look Good
- The Exogenous Variable
Firm Update
- Great growth in 2023
- Ben Passed the CFP® Exam
- Intern Hires
- Open Season on Taxes
Action Items
- Net Worth Statement Updates
- Investment Policy Statement
Personal Spring Update
- Family
- Growth for 2024
Want More? Become a RetireMember!
Get my book, 3D Retirement Income, for free, as well as access to live events, checklists and flowcharts, and wise counsel from one of the best minds in behavioral investing. Join today for free.
Need Help? Work with Me.
Schedule a Discovery Meeting with me through my Financial Planning firm, La Crosse Financial Planning. This no-cost, no-obligation conversation will determine what you are looking for and how we can help you retire successfully and stay successfully retired.
This article is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
