April marks the start of Q2—and the perfect time to review and refine your retirement savings strategy. Whether you’re nearing retirement or just building long-term wealth, the actions you take now can make a big difference in the future.
In our latest newsletter, we dive into:
✅ 2025 retirement contribution limits and catch-up opportunities
✅ Tips for adjusting savings after a salary increase or bonus
✅ How to optimize tax-advantaged accounts like 401(k)s and IRAs
✅ Adapting your portfolio to current market and economic conditions
Staying proactive today can lead to more confidence tomorrow.
Read the full newsletter now to explore strategies that help keep your retirement plan on track.
Ballentine Capital Advisors
15 Halton Green Way
Greenville, South Carolina 29607 United States (US)
Secondary phone: (800) 507-8135
Fax: (864) 322-6048
Email: wealthteam@ballentinecapital.com
