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The Best Financial Moves to Make




This month, my newsletter explores the following topics:


Financial decisions are being influenced by more factors than ever, many of them seemingly contradictory. Please don’t hesitate to contact me if I can help you assess the best strategies for your financial future.


5 Policy Shifts That Can Change The Way You Save For Retirement In 2024

A piece of legislation known as Secure 2.0 passed Congress in 2022 and brought with it a raft of changes to the rules surrounding Americans’ retirement savings. Dozens of changes are on the calendar from now through the end of 2027. Here are five key shifts that will take effect in 2024 and what they mean for you.

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Tax Filing Season Kicks Off Jan. 29. Here’s What Taxpayers Need To Know

The IRS will start accepting and processing 2023 tax returns for individual filers on January 29. Most taxpayers must file federal returns and pay balances by April 15 to avoid penalties and interest.

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2024 To-Do List: Five Best Financial Moves To Make

Do these five things to shore up your financial plan and be better prepared and organized for 2024.

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Buying A House In 2024: What To Expect

The market remains tough for buyers, but there’s still no time like the present to start shopping. The long-term benefit of buying often outweighs the pain of toughing out the search.

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY.  Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.


Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.


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