Matthew St Germaine

Tax planning for wealth preservation. CAP STRAT's Neil Davies CPWA and Carrie Walters Shapiro, CFP dive into the importance and power of proactive tax planning, providing valuable insights into the actions you can take to manage potential tax liabilities and preserve your wealth. https://bit.ly/3UHb8mX CAP STRAT is not a tax advisor and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. CAP STRAT assumes no liability for any information or recommendation contained in this presentation.

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From RMD starting ages to inherited IRA changes, many Americans approaching retirement face a complex landscape of new rules that can significantly impact their financial planning and tax strategies. The team at NJM is here to help you understand these changes and guide you in making informed decisions that align with your retirement goals. Reach out today at njmnwa.com. #rmds #rmdstrategy #financialeducation #retirementplanning #wealthmanagement #requiredminimumdistirubutions #nicjmcleod

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Planning for retirement can feel daunting, especially in uncertain times. But with the right steps, you have the opportunity to set yourself up for a comfortable future. At Delaware Wealth Planners, we guide you through the complexities of retirement planning, helping you make informed decisions. Visit www.dwpfinancial.com to learn more about how we can assist you in navigating your retirement journey. #DelawareWealthPlanners #DWP #WealthManagement #FinancialAdvisor #InvestmentStrategies #FinancialPlanning #PersonalFinance #RetirementPlanning #401k #Uncertainty #RetirementJourney

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Thinking about your financial future can be daunting, especially if retirement is approaching. Our own senior vice president and client advisor Laura K. McHugh, CFP® recently shared her insights with Mainebiz on how to navigate it with confidence. Check out the story here:

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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Macro & Volatility Podcast #6 The information, opinions and views expressed on this podcast are for informational purposes only and are not intended as investment advice. The opinions expressed may not align with Passaic Partners' views or its client strategies. Market forecasts are speculative and should not be the sole basis for investment decisions. Consult your financial and tax advisors before making any investments.

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Patrick York, CFP®, CRPC® was quoted in Financial Advisor IQ's article discussing the impact Advisors provide in helping clients build more wealth and retire sooner. The full article can be viewed here: https://lnkd.in/gB2-viEK The article draws on a survey by Northwestern Mutual, that can be accessed here: https://lnkd.in/gmHNdsrb www.premierpath.com #investing #wealthmanagement #retirement #financialplanning

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Disappointing economic guidance and an economic growth scare have contributed to the selloff of U.S. equities. The latest market commentary from Cetera Investment Management discusses this trend and what it could mean for future investing. Read more: https://lnkd.in/eid9WuBW

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5 common potential benefits of a financial plan: 💰 Increase your savings 😌 Feel more confident about your financial future 🏡 Achieve life goals 📈 Discover new ways to build your wealth 💸 More tax reduction opportunities (if planned accordingly) Let us help make those financial dreams a reality! #ThoroughbredAdvisors #NYAdvisors #NewYorkAdvisor #FinancialPlanning #WealthBuilding #DreamBig

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What is an IRA? - Benjamin Stark, CFP® We answer this question in our latest 60—second finance video. https://lnkd.in/e4YVtTws #visionretirement #IRAs #investing #retirementplanning

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When was the last time you updated your estate plan? The 2017 Tax Cuts and Jobs Act expires on December 31, 2025 - which could greatly increase your tax liability. John Maddison, CFA, CFP® provides an overview of the TCJA and shares tips to adjust your estate plan accordingly in this article for the Triangle Business Journal.

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#ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from #financialadvisors. A recent call with a financial advisor in Massachusetts is representative of a common question on top-hat plans. Learn More: https://ow.ly/1qLB50SOaeW #RetirementPlanning

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