Angelique Ayala, Financial Planner

The Growing Appeal Of Semi-Retirement 04/17/2024

If full retirement sounds like too much of a leap, you may want to consider a phased approach. Here’s a summary of the benefits of semi-retirement, and what factors to think about before you choose that option: https://bit.ly/4aYv7DR

The Growing Appeal Of Semi-Retirement A phased retirement has a lot to offer. But there are important financial factors to consider depending on your age and financial situation.

Smart Ways to Gift Money to Children 04/15/2024

Feeling generous? If you or your family members want to give a monetary gift to your children, there are many ways to do it. Keep these tips in mind for the most strategic and financially beneficial approaches: https://bit.ly/3TQ1dL9

Smart Ways to Gift Money to Children The smartest gifting method will depend on factors like the purpose of the money and when you want your child to have access to it.

If you're retired or about to retire, think carefully about your tax strategy 04/12/2024

If you’re getting ready to retire, you might be thinking about relaxation and vacation, but there’s something else to consider—tax strategy. Learn how withdrawals and Social Security timing can impact your IRS bill: https://bit.ly/3PXsqKW

If you're retired or about to retire, think carefully about your tax strategy Coming up with the best tax strategy in retirement can be much trickier than it seems, and tax pros agree that it is a time when people need to be especially careful.

No, that 90% off sale is not legit. Here's how to spot scams and protect your cash 12/11/2023

We wish you a happy holiday and a scam-free new year! Winter season shopping sprees have scammers working overtime, so check out these tips for protecting your cash and purchases from fraudsters: https://bit.ly/3GArNlb

No, that 90% off sale is not legit. Here's how to spot scams and protect your cash Scammers make convincing ads that seem like they're from the real company by using the same name and logo.

IRS announces changes to 2024 retirement contribution limits 11/03/2023

Retirement accounts help set you up for a secure future and also lower your taxable income. Now there’s good news for those who have the flexibility to save even more—the IRS is raising annual contribution limits. Here are the details: https://bit.ly/3MmxYgk

IRS announces changes to 2024 retirement contribution limits The IRS will allow larger contributions to retirement accounts, citing the increased cost of living.

Does Financial Fear Have You Spooked? Don’t Cower — Fight 10/31/2023

Forget ghosts, ghouls, and goblins this Halloween—a more realistic fear for most Americans is financial fear. How can you ensure you have enough money to retire comfortably and afford long-term care, if necessary? Here’s how to fight those financial demons: https://bit.ly/477oJIw

Does Financial Fear Have You Spooked? Don’t Cower — Fight Take a page from the heroes and heroines of scary movies and conquer the monsters that are keeping you from tackling your money fears.

Guide to Navigating Medicare Open Enrollment for 2023 10/18/2023

Attention, Medicare beneficiaries! Open enrollment runs from October 15 through December 7. It’s a chance to review your current plan and choose the best one for 2024. Here’s all the information you need: https://bit.ly/3M6gJzs

Guide to Navigating Medicare Open Enrollment for 2023 Medicare’s open enrollment is an opportunity to review your current benefits and find a health plan and drug coverage that fits your medical, financial and personal needs.

Photos from Angelique Ayala, Financial Planner's post 10/16/2023

Our Horizon Advisory Group family just got back from Commonwealth’s annual conference. We listened to several great speakers, we learned a lot in our break out sessions and we enjoyed seeing/meeting other professionals in our industry. We can’t wait for next year’s conference!

Supreme Court strikes down Biden's student loan forgiveness plan 06/30/2023

Americans with student debt likely won’t be happy with the Supreme Court’s decision today to reject President Biden’s student loan relief plan. Learn more about the case and the ruling: https://bit.ly/3r71Gy6

Supreme Court strikes down Biden's student loan forgiveness plan The Supreme Court on Friday struck down President Biden's student loan forgiveness plan, denying millions of Americans up to $20,000 of debt relief.

“Save $50, Get $50” with Invest529! 05/29/2023

Today, May 29, is recognized nationally as 529 Day, a chance to remind people of how important it is to plan for a loved one’s higher education costs and to raise awareness of the benefits 529 plans offer in helping individuals and families save. With the cost of higher education on the rise, Virginia529 is helping families take the first step toward saving for their children’s future. Through May 31, families can jumpstart their savings with the “Save $50, Get $50” offer! Follow the link below to learn more.
https://www.virginia529.com/blog/save-50-get-50-with-invest529/

“Save $50, Get $50” with Invest529! Virginia529 is celebrating 529 Savings Day by offering an extra $50 when you open a new Invest529 account before May 30, 2023, fund it with at least $50 and establish a recurring contribution!

05/29/2023

Today, we remember, honor, and thank the men and women who served and paid the ultimate sacrifice.

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Join us for our Estate Planning webinar with guest speaker and attorney, Jane Sopher, this coming Tuesday, March 28 at 5...
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