Valley Strong Retirement & Wealth Management

Retirement looks different today than it did a generation ago. With costs for housing, healthcare, and transportation climbing, today's retirees face new financial realities. Our latest blog explores the key spending trends shaping modern retirement and offers insights to help you prepare for what's ahead.

Read it here: https://www.valleystrong.com/wealth-management-blogs

September is College Savings Month! ✏🎓 It can be helpful to try and lower your taxable income during the year or two before a child goes to college. This can include increasing 401(k) or IRA contributions, pushing irregular sources of income into the next calendar year, or taking advantage of itemizing your deductions. Learn how we can help you plan: https://www.valleystrong.com/retirement-wealth-management

Happy Labor Day weekend! Our office and the markets will be closed on September 7 in observance of the holiday. Wishing you a relaxing weekend filled with family, friends, sunshine, and a well-deserved break. ☀️

Stay ahead of the curve with our latest market insights! 📊 Head over to our Weekly Market Commentary to learn more on the latest trends: https://www.valleystrong.com/weekly-market-commentary

Finding time for self-care can feel impossible when your schedule is packed. Discover seven simple, low-effort habits that can help support your well-being without adding more to your to-do list on our blog: https://www.valleystrong.com/wealth-management-blogs

A number of special tax benefits are available for investing capital gains in a qualified opportunity fund.

Investing Capital Gains in a Qualified Opportunity Fund: Special Tax Benefits

Women’s Equality Day is a time to recognize progress made—and the work that continues. Here’s to building a more equitable future, together.

At Valley Strong Retirement & Wealth Management Group we're here to help you stay informed with fresh perspectives from the financial industry! Head to https://www.valleystrong.com/weekly-market-commentary to read this week's 📖

Something saved is still better than nothing saved, and a late start is better than no start at all.

A Million Dollars for Retirement? That’s So 1990s.

You don’t have to do everything—just start somewhere. Use this checklist to take small steps toward better wellness each day. ✨

Download it here: https://www.valleystrong.com/wealth-management-blogs