Usman Malik

Wealth planning for expats and families with multiple tax residencies

[Usman Malik @ufkm]

The Great Realization is happening -- and we can help bring yours to life. Whether it's a trip you've been thinking about for years or a new venture you're passionate about, we'll show you how someday starts today.

#greatrealization #love #life

[Usman Malik @ufkm]

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

[Usman Malik @ufkm]

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

[Usman Malik @ufkm]

Unraveling the mysteries of finance, one word at a time. Need another hint? It's something that can significantly boost your savings in the long run. #financialliteracymonth

[Usman Malik @ufkm]

Today’s historic estate tax window closes at the end of 2025. That may seem far off, but if you want to leverage this opportunity, it's important to act quickly. Start by reading this short article, and then reach out so we can build a plan, together. https://t.co/VgB3XRY2Ah

[Usman Malik @ufkm]

#socialsecurity #retirement

[Usman Malik @ufkm]

During this holy month, may your faith be strengthened, your mind enlightened, and your soul purified.

Warm wishes from our team for a Ramadan filled with forgiveness, kindness, and abundant blessings!

#Ramadan

[Usman Malik @ufkm]

What will bring you happiness? Wealth, fame, that big promotion? Findings from the Harvard Study of Adult Development say the key to your happiness isn’t in any of those places. Here’s where you’ll want to look instead: https://t.co/GHi48DpnbI

[Usman Malik @ufkm]

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. Northwestern Mutual has been sharing their success with clients since 1872. Get more details: https://t.co/4AyDpNVC5j

[Usman Malik @ufkm]

If we encounter a man of rare intellect, we should ask him what books he reads.

- Ralph Waldo Emerson

[Usman Malik @ufkm]

The meaning of life is to find your gift.

The purpose of life is to give it away.

- Pablo Picasso

#life #purpose

[Usman Malik @ufkm]

Your legacy is about more than passing on possessions. It’s about the values and knowledge passed to the next generation. So let’s get a jump on building generational wealth by teaching our kids about money at an early age.
#money #legacy #financialliteracy #generationalwealth

[Usman Malik @ufkm]

Happy Fourth of July! Today’s the day to enjoy everything from a neighborhood BBQ, fireworks with the family, or even festive chalk art. However you celebrate, my Independence Day wish for you is to live the life you want—today and every day after.

[Usman Malik @ufkm]

Here’s some great news. https://t.co/y2kbynQeaB has named Northwestern Mutual “Best Life Insurance Company for Policy Customization”. Working with a company that helps people live the life they want and reach their financial goals is really special.
#lifeinsurance #family #love

[Usman Malik @ufkm]

Thinking of creating a trust as part of your estate plan? Before you choose a trustee, you'll want to know exactly what a trustee does. After all, who you choose could affect your family for generations. Let’s make sure you get it right. #estateplanning

[Usman Malik @ufkm]

I will be meeting with legislators on Capitol Hill including @SenSchumer to advocate for my clients to ensure that public policy helps Americans build financial security and protect their dreams.
#NorthwesternMutual #TriHarborFinancialGroup #NAIFAproud

[Usman Malik @ufkm]

Americans will transfer as much as $72.6 trillion in assets to heirs through 2045, and 42% of that wealth will come from high-net-worth and ultra-high-net-worth households. If you don’t have a wealth transfer plan in place, our team can help you build one. https://t.co/jJsWYGUSUB

[Usman Malik @ufkm]

More people want to grow wealth in a way that positively impacts the environment and society, but they aren’t sure how — we can help you get started. 🌎 https://t.co/WEENwxdhEI

[Usman Malik @ufkm]

Here are some of the key provisions that could impact your retirement planning. As always, please reach out if you’d like to discuss your plan. #retirementplanning https://t.co/oBnaIF140Z