Heather Welsh

Vice President, Wealth Planning @SequoiaFin

[Heather Welsh @HeatherLWelsh]

Excited to be celebrating International Women’s Day at the Women Working in Wealth Summit!

#WomenWorkinginWealth #BreaktheBias

[Sequoia Financial Group @SequoiaFin]

Don't miss our upcoming webinar on 10/6 on potential massive #TaxLaw changes with @leonlabrecque and @HeatherLWelsh. Register here: https://t.co/1t98WRuldC

#taxchanges #taxes #financialplanning #sequoiafin

[Sequoia Financial Group @SequoiaFin]

Sequoia's VP of wealth planning, @HeatherLWelsh, shares insights on opening an Individual Retirement Account (IRA) with @BusinessInsider. Read more on the various types of IRAs that may be best suited for your #retirement savings: https://t.co/vymzQ84IAc #IRA #sequoiafin

[Heather Welsh @HeatherLWelsh]

Congress has passed an additional relief package in the form of the American Rescue Plan Act of 2021. This legislation contains several key provisions that could impact your personal and business tax and financial planning.

#sequoiafin #taxplanning

https://t.co/W1xfclUtcM

[Sequoia Financial Group @SequoiaFin]

Are you familiar with the new 3 R's for financial wellness: Review, Reallocate and Rebalance? @leonlabrecque shares a checklist to help you walk through your own finances.
https://t.co/rVGe3PA6Fw
#sequoiafin #financialwellness #wealthplanning

[Sequoia Financial Group @SequoiaFin]

After a record low in December 2020, mortgage rates are most likely going to increase soon. Sequoia's Chief Growth Officer, @leonlabrecque shares how to make the most of the current rates: https://t.co/2DirsEUyKp
#sequoiafin #mortgagerates #mortgagenews #interestrates

[Sequoia Financial Group @SequoiaFin]

Are you following these five simple retirement planning tips to make sure your retirement plan is on track in 2021? Read more in @investmentnews :
https://t.co/DVGUkH82MA

#retirementplanning #sequoiafin #financialadvisory #wealthplanning

[Sequoia Financial Group @SequoiaFin]

The deadline for small businesses to apply for the new round of #PPP loans is March 31, 2021. @leonlabrecque details how PPP recipients can now utilize another facet, a ‘Stealth Stimulus,’ called the Employee Retention Credit (ERC). https://t.co/cjJnxZheMS #sequoiafin

[Heather Welsh @HeatherLWelsh]

I always look forward to the @SequoiaFin State of the Firm event. While we can’t be together in person this year, I’m grateful for the virtual time with the team to look back, look ahead, & celebrate one another.

[Heather Welsh @HeatherLWelsh]

As we turn the page to 2021, we consider the opportunities and challenges that may lie ahead. Check out the latest commentary from the @SequoiaFin CIO.

#sequoiafin #capitalmarkets #marketoutlook

https://t.co/D0FNiaKB41

[Heather Welsh @HeatherLWelsh]

Last night Congress passed additional coronavirus relief measures as part of the larger spending bill that will fund the federal government for their next fiscal year. Here are some key provisions to be aware of.

#sequoiafin #financialplan #taxplanning

https://t.co/8PwVm5yboQ

[Sequoia Financial Group @SequoiaFin]

Now is a great time for a Roth IRA. Roth IRAs can allow tax-free accumulations throughout the lifespan of a married couple and then ten years beyond that which is key to building longer-term wealth. Read more by @leonlabrecque https://t.co/MUWjuxvcvV #sequoiafin #rothira #retire

[Heather Welsh @HeatherLWelsh]

Amidst the uncertainty of 2020, one thing was certain – plans changed. While these events weren’t anticipated, financial planning is designed to provide clarity and adapt when the unexpected occurs.

#sequoiafin #financialplanning

https://t.co/nI63TwaapS

[Heather Welsh @HeatherLWelsh]

Congratulations to the @SequoiaFin team on being named as one of the top 3 fastest growing RIAs in Ohio by Citywire! I am proud to be a part of this dynamic firm.

#sequoiafin #financialplanning #RIA

[Sequoia Financial Group @SequoiaFin]

We're excited to be named one of the top 3 fastest growing RIAs in Ohio by @CitywireRIA!

The selection was made based on Assets Under Management (AUM) growth and employee growth over the past three years for firms that perform #financialplanning.
#RIA #sequoiafin @Citywire

[Heather Welsh @HeatherLWelsh]

Did you receive a PPP loan and are now wondering what to do about loan forgiveness? If so, check out this great commentary from my teammate @leonlabrecque.

#sequoiafin #ppploan #businessplanning

[Sequoia Financial Group @SequoiaFin]

The Paycheck Protection Program (PPP) was a huge component of the CARES stimulus package aimed at helping smaller businesses and non-profits stay afloat in the beginning of the pandemic. Here's a summary of #PPPloanforgiveness written by @leonlabrecque : https://t.co/pzErGIo5NP

[Heather Welsh @HeatherLWelsh]

The Window Is Closing for Donors to CARE - consider options to maximize the new deduction limit before some provisions expire at year-end.

#sequoiafin #financialplan #charitablegiving
https://t.co/mdtVBQdSCa

[Heather Welsh @HeatherLWelsh]

As we celebrate Thanksgiving, we often call to mind that which we are thankful for. But have you considered that an attitude of gratitude can actually help your finances? Find out more! https://t.co/1ghKgnFM8L

[Heather Welsh @HeatherLWelsh]

Check out these 14 financial planning tips to consider acting on before year-end.

#sequoiafin #financialplan #yearendplanning

https://t.co/6ZQTfcD5BH

[Heather Welsh @HeatherLWelsh]

While 2020 has been a wild ride, the @SequoiaFin team has a lot that we're thankful for.

#sequoiafin #gratitude

https://t.co/A1L2eb6Vkd

[Heather Welsh @HeatherLWelsh]

It's imperative to begin planning now with your tax advisors to take advantage of opportunities currently available — helping you keep more cash in your business. Find out more in this recent blog from @CohenCPA.

#taxplanning #businessplanning

[Cohen & Co @CohenCoNews]

Whether or not the global pandemic has negatively affected your business’ income statement, there are many opportunities for year-end planning. Jenny Tapia provides 10 year-end strategies to keep more cash in your business. https://t.co/1aaKIO0vG2