Tax Changes You Need to Know About for 2022

PREPARATION is key to seamless tax planning. 📝

Michael Baum, CFP®, RICP® breaks down why you should think ahead and plan your taxes TWO YEARS at a time. 

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Tired of winter's icy chill and craving warmth? 🏖️

🌴 Michael Baum, CFP®, RICP® and Kate Pitts share how to make seasonal living work for you at any age. 

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Learn how to leverage a 529 college savings plan 📚 to divert money you might otherwise pay into taxes toward your child’s college savings fund.   

✨ Featuring Laurence Hale, AAMS®, CRPS®

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💥 U.S. stocks hit new highs recently, with the S&P 500 hitting a new all-time high on January 29th and the Dow Jones Industrial Average reaching a new record level on January 30th... 

Will these trends continue? Find out more in this quick market update from Michael Baum, CFP®, RICP®. ➡️

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Looking for a COMPETITIVE ADVANTAGE for your business?

Jim Zahansky, AWMA® shares how using artificial intelligence (AI) could help. 🤖

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Leisl L. Langevin, CFP® CDFA® unpacks the key things to watch 🔍 in the financial markets this year.

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🚀 Get a plan in place for getting ahead this year with 5 expert financial planning tips from Michael Baum, CFP®, RICP®.  

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The S&P ended 2023 up almost 27%. The Dow was up 16%, and the NASDAQ about 45%.  Will those trends continue into 2024, or will high interest rates push those gains back down? Find out in this quick market update from Leisl L. Langevin, CFP®, CDFA®.

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⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

🎯 Jim Zahansky, AWMA® explains how these developments had important implications for wealth management and financial planning.

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🌟 The S&P 500 is up 13.5% this year through November 3, which is almost twice the index’s long-term average. Surprised? 🤯

💡Michael Baum, CFP®, RICP®  explains how the market's resilience offers reasons to be grateful this holiday season.

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