2024 Shelton Financial Group Winter Town Hall Meetings
Our transition to Kestra is underway and we are ready to discuss several new products and services that we think you will want to know about. We also want to discuss the current market environment and the influences we see moving forward. It’s a lot to cover, but we are committed to getting this information in your hands. A meal will be provided for all pre-registered attendees.
2024 Contribution Limits
Learn about increased contribution limits to your retirement accounts.
What is Zero-Based Budgeting?
We find a budget is often one of the hardest data points for our clients to define during the retirement planning process. A zero-based budget can be a meaningful way to work through that!
To Be, or Not to Be ... Recession Version
Find the links mentioned in Nathan's recent letter "To Be, or Not to Be ... Recession Version" below.