BGM

Your 50s and early 60s are key years for retirement planning. Small steps now can make a big impact later. Here are five areas to consider to set yourself up for success. https://lnkd.in/g5e2Kk8G #RetirementPlanning #RetirementGoals #WealthManagement

If you invest in the stock market, you’ve probably owned some losing shares. Here are the rules for claiming losses on your tax return for depreciated or worthless stock. https://lnkd.in/g39x_yRq #StockMarket #Investments #TaxStrategies

Join us for our Longevity Planning for a Fulfilling Future webinar with Jon T. Meyer, CFP?, Principal, President, at BGM Wealth Management Group. Jon will address key strategies for longevity planning that go beyond financial preparation and help you live the longer life you desire. Topics we'll cover include - The connection between health, wealth, and time - How to optimize financial decisions for longer lives - Tools and technology to support aging well - When to shift from accumulating wealth to enjoying it - The role of social connections in long-term happiness - … And more! Register now to learn how to balance health, wealth, and time to create the life you want! https://lnkd.in/g4ZmmDBZ #LongevityPlanning #WealthManagement #FinancialStrategies?

The confusion surrounding the Corporate Transparency Act’s beneficial ownership information (BOI) reporting requirements continues in 2025. https://lnkd.in/gxcR7yWu #BOI #CTA

Join Cory Parnell, Principal at BGM, and Sasha Kalcheff-Korn, Executive Director at Realm of Caring Foundation, for an insightful discussion on the critical role research plays in shaping cannabis market trends. During this webinar, Cory and Sasha will explore how understanding consumer behavior research can help cannabis businesses predict market shifts and identify emerging trends. Don’t miss this opportunity to gain valuable insights about using research to keep your cannabis business ahead of the curve! Register now: https://lnkd.in/gMjQ4cWR #Cannabis #CannabisResearch #MarketTrends?

Business owners have several options when planning for succession. Here are five to consider, along with the tax implications. https://lnkd.in/g6FsdUY4 #BusinessOwners #SuccessionPlanning

Founders & employees: Are you ready for a liquidity event? Learn how strategic timing and planning can make all the difference. https://lnkd.in/gnGvrXad #LiquidityEvent #StockOptions #FinancialPlanning

If you’ve been a victim of a federally declared disaster in past years, you may be eligible for benefits under the Federal Disaster Tax Relief Act. https://lnkd.in/dAjGdW36 #DisasterRelief #TaxRelief

Join us for our Longevity Planning for a Fulfilling Future webinar with Jon T. Meyer, CFP?, Principal, President, at BGM Wealth Management Group. Jon will address key strategies for longevity planning that go beyond financial preparation and help you live the longer life you desire. Topics we'll cover include: - The connection between health, wealth, and time - How to optimize financial decisions for longer lives - Tools and technology to support aging well - When to shift from accumulating wealth to enjoying it - The role of social connections in long-term happiness - … And more! Register now to learn how to balance health, wealth, and time to create the life you want! https://lnkd.in/g4ZmmDBZ #LongevityPlanning #WealthManagement #FinancialStrategies?

Maximize your company’s value with a well-planned exit strategy. Learn key steps to prepare, optimize, and sell on your terms for a smooth and profitable transition. https://lnkd.in/gDXrEx7T #BusinessOwners #ExitStrategy