Kevin J. Oleszewski CFP®, MST, EA

Dad, Husband, Educator, Author, Financial Planner and Part-Time BBQ Guy. “Your occupation is what you do, not who you are”

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@jennyrozelle Most are not and it’s unfortunate.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman There is not! Enjoy it!

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@KurtSupeCPA I say it all the time. The breakeven is over two lives not just one.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman Congratulations my man! Hope mom and baby are doing well!

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman I almost never look at it. Portfolio management is like 5% what I spend my time on.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman I you think one product/strategy is always a bad idea, you don’t understand personal finance

If you think one product/strategy fits everyone, you don’t understand personal.

[Jeff Levine, CPA/PFS, CFP® @CPAPlanner]

🚨2026 Retirement Contribution Limits Just Released🚨

Key changes include:

🔸IRA contribution: $7,500 (⬆️$500)

🔸IRA catch-up contribution: $1,100 (⬆️$100 - and the first increase in this amount in roughly 2 decades!)

🔸401k deferral: $24,500 (⬆️$1,000)

🔸401k “regular” catch-up: $8,000 (⬆️$500)

🔸 401(k) “extra-mega-special-bonus catch-up” for 60-63 only: $11,250 (no change)

To see the full list of retirement account inflation-adjusted figures: https://t.co/hguOoPm4XT

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@KurtSupeCPA Some do this, or some look at what buckets you should be putting the savings in. Also most 401k’s now a days have a Roth option to them.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@LoganGrafTax Yeah the EA is probably the worst marketed license in the history of the world. No one really knows what it is even thought it’s been around since the civil war. More and more CFP’s are getting it so that will help. But what you said is not wrong, sad but not wrong.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman The power of portability as long as that spouse doesn’t get remarried. It then will reset.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@bryanhasling Taxes, insurance and estate planning all the top things. Especially for 10M+.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

If you want your gym packed, have @MichaelPhelps speak at your venue. Gym was packed after his talk. Kind of gives you no excuse when he trained everyday for 5 years and multiple times a day.

Great to hear you speak @MichaelPhelps.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

Off the @CarsonGroupLLC Excel 2025!
Who’s coming?

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@TKopelman Very few understand asset location. It’s sad but true.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

@MeasureTwiceMNY Unless RMD’s are so high that it forces them to take out more than they need to reach their spending needs and just accelerate income and come taxes but I get your point.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

Financial planning isn’t just for the wealthy—it’s for anyone who wants clarity & control over their future.

✅ Align money with goals
✅ Reduce stress
✅ Prepare for the unexpected
✅ Build long-term security

Start early. Review often. Stay on track.

#FinancialPlanning #Money

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

Taxes touch every part of your financial life.

Investments, retirement, estate planning, cash flow—it's all connected.

Tax planning isn’t separate from financial planning… it is the foundation.

Plan smart, keep more, build stronger.

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

Most people think financial planning is for the wealthy. Truth: it’s for everyone.
It’s your roadmap to:
Big goals
Smarter money moves
Life’s curveballs
Long-term growth

Have you built yours yet?

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

A financial plan = your roadmap.
1. Set goals
2.Prepare for surprises
3. Optimize money
4. Track progress

Without one, you drift. With one, you gain clarity + control.

Start now, your future self will thank you. #FinancialPlanning

[Kevin J. Oleszewski CFP®, MST, EA @K_Oleszewski]

A financial plan isn’t just about money.

It’s about building the life you want—with less stress + more security.

Don’t wait. Start today. #MoneyMatters #FinancialFreedom