Financial Plans & Strategies, Inc.

Financial Plans & Strategies 2024 Christmas Families ? Financial Plans and Strategies is gearing up for a fun holiday season and we are counting our blessings! We are excited for the opportunity to spread Christmas cheer and invite you to join us. This year we are sponsoring four families (3 in Greenwood and 1 in Carmel)! We have partnered with the United Way of Johnson County’s Christmas Angels and Good Samaritan of Hamilton County to provide Christmas to a total of 12 children.? Kerry and Jane, from our FPS staff, have spoken with each family to get to know them a little better.?We have provided each child’s shoe and clothing size along with wish lists including favorite colors and hobbies.? Would you like to help??If so, click on the sign-up genius tab for the Carmel or Greenwood office and you can choose from specific gift ideas.?We can help you with this process by phone if you prefer.? After selecting, please bring the NEW item wrapped and tagged with the child’s first name to the tree in the Carmel or Greenwood office on or before Tuesday, December 10th.? ? Thank you for your help with this outreach.??? ? Have a Merry Christmas and wonderful holiday season!?? Your team at Financial Plans & Strategies?? ?? Copy and paste the link below to help a Carmel family in need:?? https://lnkd.in/gFkmxvnD? ? Copy and paste the link below to help a Greenwood family in need:?? https://lnkd.in/gy_6PMnC?

The April 15th tax deadline is almost here. Are you ready?

It's that time of the year again... let's talk taxes! https://bit.ly/3OBXLlH . . . #taxes #financialadvisor #financialfreedom #financialplanner

This year, Financial Plans & Strategies sponsored two families in our community for Christmas. We opened up the opportunity for our clients to join us and were overwhelmed by the response.?ALL?of the items on their?lists were purchased for them - Thank You. We are honored by all of our clients for entrusting us with your financial planning, and are especially touched by the outpouring of generosity?for those in need. Merry Christmas and Happy Holidays, Your Team at Financial Plans & Strategies ?? https://bit.ly/46ZOKcm

Mutual funds and ETFs typically distribute capital gains to shareholders each December. Below is a list of Vanguard funds that were expected, as of October 31, 2023, to distribute taxable capital gains in December 2023. https://bit.ly/3TllidY . . . #Vanguard #financialadvisor #financiaplanning #capitalgainstax #capitalgains

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start thinking ahead. https://bit.ly/4a5061F . . . #financialplanning #retirement #taxes #retirementplanning