Social Media Disclosure: Advisory services are offered through Craft & Sage Wealth, a Registered Investment Advisor registered with the SEC. Opinions expressed herein are solely those of Craft & Sage Wealth. The content provided here is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Industry regulations prohibit endorsements or testimonials for Craft & Sage Wealth, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Craft & Sage Wealth, a Registered Investment Advisor with the SEC.
Craft & Sage Wealth
金融服务
Kansas City，Missouri 51 位关注者
Holistic wealth management firm specializing in financial planning and personalized wealth management services.
关于我们
- 网站
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https://www.craftandsage.com/
Craft & Sage Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Kansas City，Missouri
- 类型
- 合营企业
地点
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主要
获取路线
1535 Walnut St
Suite 107
US，Missouri，Kansas City，64108
Craft & Sage Wealth员工
动态
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?? Struggling to have the money talk with your partner? You’re not alone—but there’s a technique that can make it easier: the “dreams and fears” exercise. ?? Here’s how it works: ?? Each partner takes turns sharing: ? One dream (a financial goal like saving for a trip or college fund) ?? One fear (concerns about debt, market changes, etc.) This technique helps both partners feel heard and understood before getting into the numbers. It’s all about fostering connection and teamwork before diving into financial strategy. ?? Give it a try and see how it transforms your conversations! #MoneyTalk #Couples #LoveandMoney #Teamwork #FinancialWellness
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?? Strong passwords = strong security! Think your password is rock solid? Think again. These three key strategies will help you create passwords that keep your info safe without the headache. ?? Hint: It’s more than just adding an exclamation point at the end. ?? Read more here ?? https://bit.ly/4gMis9O
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Friendly reminder! ??? You have until April 15, 2025, to make your 2024 IRA contribution. Here are a few quick tips: ?? If you have a traditional IRA, RMDs (required minimum distributions) start at 73. ?? Pulling funds early (before 59?) might cost you a 10% tax penalty. ?? Roth IRAs? No RMDs and tax-free withdrawals once you hit the 5-year mark and 59?. Plan ahead, save smart, and keep that retirement on track. ?? #IRAContribution #FinancialNews #TaxDeadline #RetirementReady #SmartSavings
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Tax season is here, and we're sharing a quick rundown of popular tax deductions and credits for 2024 to help you get prepared! ??? Remember, this post is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals before modifying your tax strategy. #Tax #TaxSeason
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?? Money conversations can be tough, but they don’t have to be! In our latest article, we share tips to help couples: ? Communicate openly about finances ? Align on goals and dreams ? Build a strong financial foundation—together Take the first step toward healthier money talks today. ?? ?? Read the full article: https://bit.ly/4k2Tupp #CouplesFinance #LoveAndMoney #MoneyTalks #FinancialWellness #CraftAndSageWealth
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?? In Love with Life: She Means Business KC Women's Networking Event ?? Calling all women leaders and business owners! Join us for an evening of connection, inspiration, and fun. ? ?? When: February 13 | 5:30 - 8:30 PM ?? Where: Craft & Sage Wealth | 1535 Walnut St, Unit 107, Kansas City, MO 64108 ?? Giveaways kick off at 6:30 PM—don’t miss out! Come network, share stories, and celebrate the power of women in business. See you there! ?? #SheMeansBusinessKC #NetworkingEvent #WomenInBusiness #KansasCity #KCMO #Crossroads #KC
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Unless Congress acts, the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. Some key provisions could impact your tax strategy, so it’s important to stay informed and prepared. All information sourced from https://Brookings.edu, 2024. Keep in mind that this is for informational purposes only and is not a replacement for real-life advice! Consult your tax, legal, and accounting professionals before modifying your tax strategy. #TCJA #TaxSeason #WhatToKnow #CraftandSage #CraftandSageWealth