December is always a time of reflection, celebration and planning for the future. I’m here to help make sure your financial goals are in focus as we move into 2025.
In this month’s newsletter, I’m excited to share a preview of the 2024/2025 Tax Guide to help you stay informed about the latest tax changes.
As always, if you have any questions or want to schedule a year-end review, don’t hesitate to reach out. Let’s ensure you’re set up for success in the year ahead.
Key Dates
- Dec. 3 – Giving Tuesday
- Dec. 25 – Christmas
- Dec. 25 – Jan. 2 – Hanukkah
- Dec. 26 – Jan. 1 – Kwanzaa
- Dec. 31 – New Year’s Eve
Market Insights
Here’s a look at the market for the last year, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
Quick View Tax Guide
As your financial professional, I understand how important it is to navigate tax season with confidence. That’s why I’ve provided this comprehensive tax reference guide for 2024-2025. Inside, you’ll find key information on income tax rates, retirement contributions, deductions and much more—all designed to help you make informed financial decisions.
While this guide covers a wide range of topics, tax laws can be complex and everyone’s situation is unique. If you have questions, I’m here to help.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Introduction to Year-End Advanced Planning Opportunities
As the year draws to a close, it’s the perfect time to reflect on your financial strategy and explore opportunities that can make a lasting impact. This advanced planning guide highlights key areas—wealth transfer, charitable giving, business planning and retirement strategies.
If you have questions or want to explore how these strategies align with your goals, I’m here to help.
Wishing you a joyous holiday season and a prosperous New Year!
The opinions expressed and the materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is not an indicator of future results. 7188949DH_OCT26
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.