Connect Wealth

?? Great Conversations & Valuable Insights! ?? Last week, Connect Wealth hosted a Lunch & Learn at Chester River Yacht & Country Club! ???? Over a delicious meal, we shared expert financial insights and had great discussions about planning for the future. A huge thank you to everyone who attended—we loved connecting with you and hearing your questions! Stay tuned for our next Lunch & Learn—we can’t wait to see you there! ???? #ConnectWealth #LunchAndLearn #FinancialPlanning

?? It’s Tax Season—Are You Ready? As the filing deadline approaches, it’s time to ensure you’re not leaving money on the table. Tax planning isn’t just about filing your return—it’s about maximizing your financial opportunities. Here’s a Quick Tax Season Checklist: 1?? Maximize Deductions: Are you taking advantage of all eligible deductions, including medical expenses, charitable donations and home office expenses? 2?? Tax-Advantaged Accounts: Have you made last-minute contributions to your IRA or HSA for 2024? 3?? Investment Strategies: Consider tax-loss harvesting to offset gains and reduce your taxable income. 4?? Secure Act Updates: Are you accounting for changes in required minimum distributions (RMDs) and other updates? Reach out for help navigating this tax season. Plan Ahead: Tax planning isn’t just a once-a-year activity—it’s a year-round strategy for building and preserving wealth. #TaxSeason #WealthManagement #TaxTips #FinancialPlanning

?????? Just took the plunge! ?????? Proud to have participated in the Maryland State Police Polar Bear Plunge to support the Special Olympics! ?? A huge THANK YOU to all the generous donors who made this possible—your support is making a real difference in the lives of these incredible athletes. Freezing for a reason never felt so good! ???? #MSPPolarPlunge #FreezingForAReason #SpecialOlympics #ThankYouDonors

?? We’re Growing at Connect Wealth! We’re looking for passionate professionals to join our team and help clients simplify their financial lives with authenticity, trust, and expertise. If you’re ready to grow in a collaborative environment, we’d love to hear from you! ?? Current Openings: ?? Financial Paraplanner – https://lnkd.in/e9ERNw6b ?? Marketing Coordinator – https://lnkd.in/eXFe7kMV ?? Financial Planning Associate – https://lnkd.in/e_PwQqva ?? Accountant / CPA – https://lnkd.in/eHmWVZyW ?? Apply today using the links above, and we’ll be in touch if it's a match! #WeAreHiring #JoinOurTeam #WealthManagement #FinancialPlanning #MarketingJobs

Stay Warm, Everyone! ??? To all our friends and family, the chill is real out there! Don’t forget to bundle up with your coziest layers, grab your favorite warm drink, and stay safe if you're heading out. ????? Sending warm thoughts your way—let’s get through this cold spell together! ??? #StayWarm #WinterVibes #TakeCare

January is Financial Wellness Month! As a wealth advisor, I believe true financial wellness goes beyond numbers—it’s about aligning your wealth with your values and securing your family’s legacy. This month, take time to: ? Reflect on your financial goals for 2025 ? Review your investment strategy ? Revisit your estate plan to ensure it aligns with your intentions ? Assess your philanthropic giving and its impact Financial wellness is not a one-size-fits-all journey. For high-net-worth individuals and families, it’s about creating a personalized roadmap that accounts for your unique priorities and opportunities. Let’s work together to make 2025 your most intentional year yet. #FinancialWellnessMonth #WealthManagement #LegacyPlanning

??? Happy New Year from Connect Wealth! ??? As we welcome a brand-new year, we’re filled with gratitude for our amazing community. Here’s to a 2025 full of success, prosperity, and new opportunities for all! ?? Thank you for trusting us on your journey—let’s make this year the best one yet! Cheers to a bright future, The Connect Wealth Team ???? #HappyNewYear #ConnectWealth #SuccessAhead

???? Merry Christmas and Happy Holidays from Connect Wealth! ???? We’re sending warm wishes your way this holiday season! May your days be filled with joy, laughter, and the comfort of those you hold dear. Thank you for being part of our community—we look forward to serving you in the new year! Stay cozy and safe, The Connect Wealth Team ??? Kevin Peterson Greg Karanzalis Douglas Coe, CFP Paul Burns, CFP?? Kyle Dixon Camila Chiang Rusty Poisson #MerryChristmas #HappyHolidays #ConnectWeath

?? Last-Minute Shopping? No Problem! ?? Time’s ticking, but there’s still hope for finding the perfect gift! Here are some quick and thoughtful ideas: ? E-Gift Cards – Instant delivery and always the right size. ?? DIY Gift Baskets – Grab snacks, candles, or self-care goodies from your local store. ?? Books or Journals – A thoughtful choice for any personality. ?? Subscription Services – Streaming, meal kits, or even monthly coffee deliveries! ?? Experience Gifts – Tickets to a show, museum, or even a cooking class. Remember, it’s the thought that counts! Happy shopping! ????? #LastMinuteGifts #HolidayHustle #GiftIdeas

Don’t make this mistake when creating your estate plan.