As we approach tax season, it's crucial for many of our viewers to explore strategies for lowering taxable income, particularly through SEP IRAs. In this video, Chris Coyne will guide you through each step of this valuable retirement plan. Key Takeaways: - Understand the benefits of utilizing SEP IRAs to reduce taxable income. - Learn the step-by-step process for setting up a SEP IRA for your retirement. - Discover how contributions can enhance your savings while minimizing tax liabilities. Have any questions? Feel free to reach out.
关于我们
Candid Wealth Advisors was created in 2023 to help busy, successful people gain clarity on their financial goals and ensure that they bring their most prosperous and meaningful financial future to life. Our dynamic team has decades of experience building highly sophisticated financial plans that incorporate world-class solutions in risk mitigation, wealth accumulation, estate planning, and executive benefit planning. We aim to be your most reliable financial advisory team, dedicated to championing your vision and values. We help align your finances with your aspirations, to transform your vision into a tangible reality. Together, we are poised to tackle the annual challenges and opportunities that come your way. Significant life events come with weighty financial implications, but through proper planning and with our support, you will weather the tough times with assurance, and enjoy the wonderful times with peace of mind, knowing you are financially prepared.
- 网站
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https://www.candidwealthadv.com/
Candid Wealth Advisors | Northwestern Mutual的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 上市公å¸
- 创立
- 2023
地点
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主è¦
获å–路线
875 3rde Avenue
Floor 23
US，NY，New York，10022
Candid Wealth Advisors | Northwestern Mutual员工
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Mike Mullarney, CLU?, ChFC?, CFP?, AEP?
Partner and Co-Founder at Candid Wealth Advisors | Northwestern Mutual
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Jonathan E. Romero, Jr., CLU?, ChFC?, RICP?, CLTC?
Partner and Co-Founder at Candid Wealth Advisors | Northwestern Mutual
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Alexander Bierce, J.D., CFP?, AEP?
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Victoria Pierce
Director of Investment Operations to Christopher Coyne, CLU, CFP Candid Wealth Advisors/Northwestern Mutual
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Candid Wealth Advisors | Northwestern Mutual转å‘了
On Saturday, we had a great time at Kappa International High School in the Bronx, painting with our friends from Publicolor! ?? A huge thank you to the volunteers who came out to lend a hand! Jonathan E. Romero, Jr., CLU?, ChFC?, RICP?, CLTC?, Ivan Vargas, and Janet You.
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At Candid Wealth Advisors, we believe that financial freedom is not just a goal, but a journey that empowers you to live your most fulfilling life. Our mission is to educate, inspire, and walk alongside each client as they navigate their unique financial landscape. We understand that each individual’s journey is different, which is why we take the time to listen, understand, and tailor our approach to meet your specific needs. This week, take a moment to watch a valuable video from our own Mike Mullarney, CLU?, ChFC?, CFP?, AEP?, where he shares insights about our philosophy and how we can make a positive impact on your financial journey. If would like to learn more about how we can help you navigate your path to financial freedom, message us. ??
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Exciting news! Northwestern Mutual has surpassed a $40 billion surplus and declared a historic dividend, setting new company records in a transformative 2024. Discover how these achievements can benefit you. Read the article to learn more. https://lnkd.in/efkXVvMh
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This week, Chris Coyne shares some intriguing updates on tax credits available for businesses with fewer than 50 employees that are looking to set up a 401(k) plan. There are two key credits to consider: 1. Plan Expenses 2. Employer Contribution Credit Check out this video to find out more!
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Join our Partner and Co-founder, Jonathan E. Romero, Jr., CLU?, ChFC?, RICP?, CLTC?, as he dives into these crucial topics: ? - Interest Rates: Understanding their impact on the economy. - Tech Earnings: Analyzing the latest trends and results. - Deep Seek Effects on AI: Exploring future implications for technology. - Chasing Returns: Strategies for maximizing investments. - Emotional Decisions: How feelings can influence decision-making. - Addressing Blind Spots: Identifying areas that need attention. ? ??? Watch the video to learn more! If you have any questions, feel free to reach out.
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As you begin to outline our planning for the upcoming year, join us this week as Alexander Bierce, J.D., CFP?, AEP? offers insightful strategies for effective planning in 2025. Interested in learning more? Feel free to reach out.
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Big things ahead…
We are thrilled to announce our new long-term, strategic partnership with Northwestern Mutual, a leader in the insurance and wealth management industry. This partnership marks a significant milestone for Sixth Street as we will manage at least $13 billion in assets for Northwestern Mutual over time, leveraging our multi-strategy, private capital investment approach. As part of the agreement, Northwestern Mutual will acquire a passive minority equity interest in Sixth Street. Northwestern Mutual's commitment to excellence aligns with our investor-first approach, flexible and scaled capital, and one-team culture. Together, we aim to enhance their investment platform and drive substantial value for their policyowners. We look forward to building upon a successful and mutually beneficial partnership. Read more: https://lnkd.in/g3PSZX6s
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Happy Thanksgiving! ???? At Candid Wealth, we are especially thankful for the trust you place in us to guide you on your financial journey. Thanksgiving is a reminder to appreciate the abundance we have and to plan for a prosperous future. Whether it’s saving for a dream home, planning for retirement, or investing in your children’s education, we’re here to help you achieve your financial goals. Wishing you and your loved ones a joyful and fulfilling Thanksgiving filled with love, laughter, and gratitude.
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