Ables, Iannone, Moore & Associates, Inc. (AIMA) is an independent, fee-only, registered investment advisory firm. Click the link below to learn more about us and how you can prepare for your future. #Insight#Perspective#Results#RetirementPlanning
https://t.co/Pa3uBtoLtZ
You may have more retirement savings options and more tax advantages than you think. 💰 Don't leave money on the table. Contact us to see what's available to you.
#BusinessOwners#SelfEmployed
For informational purposes only. Full disclosures via the link in our profile.
Meet our President & CEO, Jeff Iannone 👔
From SunTrust to Bank of America to co-founding our firm in 2003 — Jeff's 30+ year career has been dedicated to putting clients first. #MeetTheTeam#FinancialAdvisor
RSUs are generally taxed as income when they vest—not when you sell. Know your vesting schedule to avoid tax season surprises.
For informational purposes only; not investment advice. Full disclosures via the link in our profile.
Financial independence starts with informed decisions.
Our July newsletter covers what financial independence really means, why working with a fee only fiduciary matters, and includes a free Fiduciary Difference Checklist.
Read more: https://t.co/FsdZ9OBnh3
#Fiduciary#FeeOnly
Happy Fourth of July!
Wishing you a safe and enjoyable holiday filled with family, friends, and celebration. From all of us at AIMA, have a wonderful Independence Day!
#FourthOfJuly#IndependenceDay
Federal student loan rules have changed.
Key updates include fewer repayment options for new borrowers, changes for SAVE Plan participants, and new borrowing limits for some loans.
Read more here:
https://t.co/qs2JtsS3gQ
Questions? We are happy to help you understand how these changes may fit into your financial plan.
Informational purposes only. Not individualized financial, tax, or legal advice.
☀️ Happy First Day of Summer!
What financial goal are you working toward this summer?
💰 Saving more
📈 Investing
🏡 Homeownership
🌴 Retirement
Reply below 👇
What was your first job?
Before the career. Before the promotions. Before the retirement accounts.
We all started somewhere.
Tell us yours below! 👇
#FirstJob#CareerJourney
Be honest...
What's one financial task you've been putting off? 👇
📊 Investments
📋 Beneficiaries
🏦 Old Accounts
📝 Retirement Plan
No judgment. We all have one.
Reply with the one you've been meaning to tackle.
#RetirementPlanning#Investing#FinancialGoals
📚 School’s out for summer!
Congratulations to all of the teachers and school staff on completing another successful school year. Thank you for everything you do to educate, encourage, and inspire.
Enjoy your well-deserved summer break! ☀️🍎
#ThankATeacher#SummerBreak#AIMA
Preparing for retirement isn’t just about saving — it’s about understanding where you stand today and whether your investments align with your long-term goals.
Read our May Newsletter Here: https://t.co/l7mW5uMqjL
For informational purposes only. Not investment advice.
Millions of Americans might be eligible for tax refunds from the COVID era 👀
A recent court ruling may mean penalties and interest paid between 2020–2023 shouldn’t have applied — but there’s a deadline to claim it.
👉 Worth checking if this applies to you: https://t.co/OqNixEVg0K
For informational purposes only. Not investment or tax advice. Please consult your tax professional regarding your specific situation. Investing involves risk, including potential loss of principal.
Our latest newsletter is out.
If you’ve been trying to keep up with everything happening in the markets lately, this is a quick and easy way to stay informed.
We cover what’s been going on, what it could mean, and why staying focused on the bigger picture still matters.
Take a few minutes to read it here:
👉 https://t.co/U7HXlOOWlB
#Investing #FinancialEducation #SavannahGA
Final call to register.
Join Conlin Muller on April 28th in Savannah for a seminar on building a retirement strategy beyond the 401(k).
⏰ 8:30 AM | ☕ Refreshments provided
🔗 https://t.co/MMIWnKhBSn
Info only. Not advice. Investing involves risk.
Retirement is more than just a 401(k).
Join Conlin Muller on April 28th in Savannah for a seminar on building a more complete investment strategy.
⏰ 8:30 AM | ☕ Refreshments provided
🔗 https://t.co/MMIWnKhBSn
Info only. Not advice. Investing involves risk.