Meredith Langus

Let’s consider something else besides taxes today. In most cases, my new financial planning clients either have no estate plan or their existing plan is outdated. Consider some of the potentially scary scenarios that can unfold without proper estate planning: 👉An ex-spouse inherits most of your assets, even if that was not your intention.⚠️ 👉The court decides who will raise your minor children rather than you making that critical choice yourself.👶 👉Your college-aged child inherits a large sum of money without any restrictions or guidance on managing it responsibly.😬 👉The probate process makes all the details of your estate, including assets, liabilities, and personal information, publicly available.📰 👉Your heirs must navigate a time-consuming and costly probate process to access their inheritance.💲 The right time to start estate planning is now, regardless of age or net worth. Taking proactive steps to outline your wishes can provide invaluable peace of mind for yourself and your loved ones. At our financial planning practice, we work closely with clients to ensure their estate plans are comprehensive, up-to-date, and aligned with their long-term goals. We can also provide resources to get you started. https://lnkd.in/e_GrBtUH

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Are you ready to reach your true income potential? As an experienced financial professional at New York Life, you get to determine how much you make and build your own practice with the backing of a Fortune 100 company. Let’s talk about how you can take your practice to the next level.

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Are you ready to reach your true income potential? As an experienced financial professional at New York Life, you get to determine how much you make and build your own practice with the backing of a Fortune 100 company. Let’s talk about how you can take your practice to the next level.

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Where do you get your financial advice? With the advent of TikTok "fin-fluencers", it's important to vet your financial advice. Read more from Harrisburg Magazine: https://lnkd.in/d3JdFsDN

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🗓️ Today is Tax Day in Massachusetts! 🗓️ Feeling the crunch because you're just getting started with your taxes? You're not alone. April 17th has a way of sneaking up on us. If your tax prep is starting to look more like a treasure hunt, it's time to call in the experts! At Kent, Parker & Associates, we've seen it all and are here to help take the stress out of your tax season. Don't let the tax deadline get the best of you. Reach out today—let's prepare to get those taxes done and maybe even find you some unexpected savings. It's time to turn those tax day blues into tax day woo-hoos! #TaxDay #StressFreeTax #KentParkerAssociates #CPAs

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Grateful to be chosen for a fifth year. 2024 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 02/01/2024 for the period covering 4/10/2023 – 10/31/2023. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit https://lnkd.in/g_tsh74Y.

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The Importance of Financial Planning for Business Owners with Lyle Domentiz In today’s episode, host Joe Pantozzi is joined by Lyle Domentiz, a financial advisor with an incredible backstory. Learn how Lyle’s transition from a Bronx dry-cleaning business owner to a financial expert is filled with unexpected twists and lessons. Discover the secrets behind crafting informed financial plans and the importance of updating your documents regularly. Whether you're a business owner or an aspiring advisor, this episode is for you. For valuable advice and expert questioning on balancing business and profit—tune in now! Show Highlights -Learn about this unconventional journey of starting a business [01:49] -Why do businesses often meet with a sad end? [03:23] -Discover insights on business exit strategies [04:31] -The importance of having a vision [09:32] -Find out practical strategies for financial planning [11:22] -This is why you need the right coaching [13:32] -Discover the need for relevancy in financial planning [16:47] -Pass on the values not the burden of the business [18:17] Listen now at https://apple.co/3RSiIu6

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🏠💰 Thinking of selling your co-op and buying a new home? Don't miss out on potential tax savings! 📊 Our partner, Gerry Papetti from USFS, shares valuable insights in a recent NJMoneyHelp article. Learn about the capital gains exclusion and how it could benefit you when selling your primary residence. Read the full article to understand how this could apply to your situation: https://lnkd.in/eQMN3kJz #RealEstate #TaxSavings #FinancialPlanning #NJMoneyHelp #NJMH #USFS #USFinancialServices #NJFinancialPlanner #FinancialPlanning

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🏠💰 Thinking of selling your co-op and buying a new home? Don't miss out on potential tax savings! 📊 Our partner, Gerry Papetti from USFS, shares valuable insights in a recent NJMoneyHelp article. Learn about the capital gains exclusion and how it could benefit you when selling your primary residence. Read the full article to understand how this could apply to your situation: https://lnkd.in/eNxVhsTe #RealEstate #TaxSavings #FinancialPlanning #NJMoneyHelp #NJMH #USFS #USFinancialServices #NJFinancialPlanner #FinancialPlanning

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🏠💰 Thinking of selling your co-op and buying a new home? Don't miss out on potential tax savings! 📊 Our partner, Gerry Papetti from USFS, shares valuable insights in a recent NJMoneyHelp article. Learn about the capital gains exclusion and how it could benefit you when selling your primary residence. Read the full article to understand how this could apply to your situation: https://lnkd.in/efybWJNP #RealEstate #TaxSavings #FinancialPlanning #NJMoneyHelp #NJMH #USFS #USFinancialServices #NJFinancialPlanner #FinancialPlanning

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