FSA Wealth Partners

We help guide clients through all types of market environments.

To view our disclosures, please visit

[FSA Wealth Partners @FSAWealth]

If you’re an executive with stock options, here’s what to know about ISOs and AMT: exercising ISOs may trigger the Alternative Minimum Tax based on the spread at exercise.

Timing matters, so consider the tax impact before making a large exercise.
https://t.co/KBnUc3X7eQ

[FSA Wealth Partners @FSAWealth]

Guess whose birthday it is today? It’s Kim Donohue’s!

After celebrating 10 years with FSA Wealth Partners earlier this month, there’s even more to celebrate.

Fun fact: Kim has collected tree frogs for about 25 years.

Happy Birthday, Kim!

[FSA Wealth Partners @FSAWealth]

Want to give a child or grandchild’s college fund a head start?

529 superfunding lets you contribute up to 5 years of annual gift-tax exclusions at once and spread the gift over 5 years for tax purposes.

It can put more money to work earlier.

[FSA Wealth Partners @FSAWealth]

What’s the Magnificent 7?

It’s seven mega-cap companies that make up a large share of the S&P 500, which can impact your portfolio.

Let’s talk about diversification and what it means for your retirement plan.

[FSA Wealth Partners @FSAWealth]

Retiring in the next 5–10 years?

Now’s the time to take a closer look at your financial plan.

See how FSA Wealth Partners can help you prepare for what’s ahead:

https://t.co/oIzWJR8j0u

[FSA Wealth Partners @FSAWealth]

This month, Aaron Weston, CFP®, is listening to "Golf SubPar" podcast. 🏌️

No surprise for the golf fanatic on our team — Aaron played collegiately against both hosts, one of whom went on to win the U.S. Amateur in 2007, a tournament Aaron also competed in.

[FSA Wealth Partners @FSAWealth]

Kids are back in school, so it’s time to tackle that to-do list, including Trump Accounts.
4 things to know:
• Kids under 18 with a valid SSN may be eligible
• Some may receive $1,000
• Family members can contribute
• Annual limits apply
Learn how they may fit into your plan.

[FSA Wealth Partners @FSAWealth]

What’s the difference between investment management and a financial advisor?

Investment management focuses on your portfolio. A financial advisor looks at the bigger picture: retirement, taxes, insurance, estate planning, and more.

At FSA, we bring both together.

[FSA Wealth Partners @FSAWealth]

Happy 10-year work anniversary, Kim Donohue!

Kim says, “I love how much I’ve grown and learned in my ten years at FSA. Some days I don’t even recognize myself from who I was when I started!”

Congratulations, Kim, and thank you for all you do for FSA Wealth Partners!

[FSA Wealth Partners @FSAWealth]

August brought stock market gains alongside uncertainty over interest rates, Iran, and AI valuations. Review the key forces influencing financial markets.
https://t.co/bzdVoGmYIK

[FSA Wealth Partners @FSAWealth]

Today, on the 25th anniversary of 9/11, we remember those who died at the World Trade Center, in Shanksville, PA, and at the Pentagon.

We also remember the families and friends who carry their loss every day.

[FSA Wealth Partners @FSAWealth]

Football season brings financial lessons, too. Colts legend Johnny Unitas lost millions investing in businesses and filed for bankruptcy in 1991.

The lesson? Every investment carries risk.

Make sure yours fit your bigger financial plan. Let’s talk.

[FSA Wealth Partners @FSAWealth]

Happy Labor Day from FSA Wealth Partners!

As the unofficial last day of summer, we hope you have a chance to relax, recharge, and enjoy time with the people who matter most

[FSA Wealth Partners @FSAWealth]

September is tomorrow; a quarter and a month left in 2026.

One simple year-end move: the annual gift tax exclusion. You can give up to $19,000 per person ($38,000 for couples) with no gift tax and no hit to your lifetime exemption.

Once the year ends, the chance is gone.

[FSA Wealth Partners @FSAWealth]

Gen X, this one's for you.

Feeling behind on retirement savings? You're not alone, and behind isn't the same as stuck.

At FSA Wealth Partners, we review your individual circumstances and find the spaces where you can save more without upending your life.

[FSA Wealth Partners @FSAWealth]

Here's to the love and joy our four-legged friends bring to our lives! 🎉🐶

Happy National Dog Day from FSA Wealth Partners! 🐾

[FSA Wealth Partners @FSAWealth]

On a nonprofit board?

Can your organization accept stock donations? If not, you may be leaving generous gifts on the table — donors often prefer giving appreciated stock over cash for the tax benefits.

We help nonprofits get set up to accept in-kind gifts.

[FSA Wealth Partners @FSAWealth]

Earn well but never seem to get ahead?

Meet lifestyle creep: as income rises, spending quietly rises to match it and the raise disappears.

The fix: max out your retirement plans, and pay yourself first by automating savings before you can spend it.

[FSA Wealth Partners @FSAWealth]

Equity comp stumps even the sharpest execs.

Insiders can't sell at will — blackouts apply.

A Rule 10b5-1 plan lets you sell on a pre-set schedule and can serve as a legal safeguard.

Just mind the cooling-off period (30–90 days) before the first trade.
https://t.co/PGvitg7SS2

[FSA Wealth Partners @FSAWealth]

GDP is everywhere in the news, but what does it mean for your retirement?

It measures total economic output.

Faster growth can lift stocks; slower growth makes Wall Street cautious and can move bonds

A diversified portfolio is built to ride the swings.