かりん・🎀

[かりん・🎀 @M_Carter_10]

We hope your New Year is safe, joyful, and prosperous.

[かりん・🎀 @M_Carter_10]

Did you know you can save on taxes while supporting your favorite charities and causes? Learn more about several tax-smart strategies when giving charitable gifts. https://t.co/Ap890cryel

[かりん・🎀 @M_Carter_10]

Today we give thanks for our clients, colleagues, family, and friends. Wishing you a happy Thanksgiving.

[かりん・🎀 @M_Carter_10]

The physical, financial, and emotional strain of assisting a loved one with social or health needs can have substantial impact on the caregiver. In this article, learn how long-term care planning can help. https://t.co/STqUBQXFPd

[かりん・🎀 @M_Carter_10]

The possibility of experiencing a long-term care event later in life is a real concern for retirees and their families. Read more for some tips on how to start the conversation with your parents and how to prepare for the costs. https://t.co/vfvqfHQMT1

[かりん・🎀 @M_Carter_10]

Today and every day, we honor our veterans. Thank you for your service.

[かりん・🎀 @M_Carter_10]

As the year-end approaches, a Roth conversion could provide several tax and estate planning advantages. Learn more about the benefits and if a conversion makes sense for you. https://t.co/trYb7FdvTS

[かりん・🎀 @M_Carter_10]

If you are self-employed with no employees, establishing a retirement plan for your business may sound like a daunting process. However, there are a variety of retirement savings plan options available. Learn more. https://t.co/VvJxWvoUAw

[かりん・🎀 @M_Carter_10]

Trick or treat? We hope you have a Halloween full of treats.

[かりん・🎀 @M_Carter_10]

Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs. https://t.co/7fN3Kg5PCE

[かりん・🎀 @M_Carter_10]

As you prepare for retirement, you should review and understand the various options to cover your health care costs and needs. Learn more about several options: https://t.co/6psqaPmSrJ

[かりん・🎀 @M_Carter_10]

If you’re close to or in retirement and asking yourself how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. https://t.co/bAfwvhnSQW

[かりん・🎀 @M_Carter_10]

The IRS has extended a provision allowing eligible participants to make pre- and after-tax retirement plan catch-up contributions in 2024 and 2025— regardless of their income level. Learn more. https://t.co/xfOevXOL9n

[かりん・🎀 @M_Carter_10]

A Qualified Personal Residence Trust (QPRT) is an estate planning tool that allows you to remove the value of your residence from your estate while retaining the right to occupy the residence for a period of time, often reducing tax exposure. Learn more: https://t.co/Vk6wb85Fcz

[かりん・🎀 @M_Carter_10]

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs. https://t.co/WMoTdhlBuo

[かりん・🎀 @M_Carter_10]

In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries. https://t.co/U71VkSuRuP

[かりん・🎀 @M_Carter_10]

Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more. https://t.co/Ac7DXGRFR8

[かりん・🎀 @M_Carter_10]

Today, we celebrate the many contributions of workers who help our country advance and prosper. Happy Labor Day!

[かりん・🎀 @M_Carter_10]

If you're a small business owner, it's important to have a succession plan in place. Read more to make sure you are prepared to protect the value of your business. https://t.co/z7IYPf3q2S

[かりん・🎀 @M_Carter_10]

Having a discussion about your estate plan can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more for some tips on how to get the conversation started. https://t.co/SnHcGBwxuc