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Ready to turn over a new leaf and get your finances in order in 2024? Seeking the help of a professional is one way to start. But what can a financial advisor do for you that you can’t do for yourself?

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

As a reminder, you can check out this resource page for a timeline of various tax form availability, extensions and more.

NEW VIDEO available to help you access your Commonwealth tax forms through Investor360°!

In this video, managing principal and chief investment officer at Commonwealth Financial Network^®, Brad McMillan, recaps the market and economic news for the prior month.

If you have any questions regarding market conditions, please feel free to contact Weller Group at 315-524-8000.



Thank you,



Jennifer

Financial Advisors at Weller Group LLC offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

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