Gessner Wealth Strategies, LLC

Feeling overwhelmed by a layoff? Don't worry, you're not alone. Tune in to Michelle Gessner for empowering insights and practical steps to navigate this challenging time. Here are the top takeaways: 1. Prioritize Self-Care - Discover ways to maintain structure and support through exercise, reading, or therapy. 2. Understand Your Financial Options - Learn about crucial decisions around COBRA, unemployment benefits, and what to do with your 401(k). 3. Time for Career Reflection - Explore if this is the right moment to pivot your career or start something new. 4. Get organized financially and consider a tax strategy that may be beneficial while your income is lower. Watch now and gain the insights you need to feel empowered about your financial future. https://loom.ly/IquOwBk #RetireToALifeYouLove #FinancialPlanning #CareerPivot #ProfessionalEmpowerment

Out of work and looking to find your next role? LinkedIn can be a great resource, but simply updating your profile isn't enough. For more exposure to your network, it is important to increase your engagement activities. Explore how leveraging LinkedIn’s algorithms can broaden your reach and possibly help you land a new job! #RetireToALifeYouLove #Networking #CareerGrowth #LinkedIn #OnlineNetworking #JobSearch

Laid off and feeling lost? Let’s turn this challenge into an opportunity! With the right mindset and tools, you can bounce back stronger. Tune in to this week’s episode as Michelle shares how AI tools can jazz up your resume, how to use LinkedIn to your advantage, and what steps to consider first as you navigate through this transition to a new beginning.. Check out the full episode now! https://bit.ly/RLYLep26 #RetireToALifeYouLove #JobSearchTips #CareerEmpowerment #AItools

With the SECURE Act and SECURE 2.0 shaking up retirement planning, there’s never been a more critical time to have a specialist review your financial strategy. Are you confident your retirement plan reflects the latest tax-saving opportunities and protects you from potential costly mistakes? Have you taken the proper steps to ensure your estate plan will properly distribute your assets once you’ve passed? Do you have any gaps in your insurance coverage or a plan for long-term care? Preparing for retirement can be overwhelming, and it can be easy to overlook some critical aspects of your financial plan if you’re not working with a qualified financial professional. But how do you know which financial advisor will best serve your needs? Download our guide: “Questions to Ask an Advisor” to help you make an informed decision. https://loom.ly/7_4X3Vc Questions? Contact our office at 713-589-6448.

Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: ? How can I maximize my income while minimizing income taxes in retirement? ? How will my Social Security be taxed? ? Should I be concerned about capital gains taxes when I retire? With historically low tax rates set to expire at the end of the year, now is an ideal time to lock in savings with strategic tax planning for your retirement. As we move further into 2025, it is a great time to evaluate and choose a tax professional who can answer questions such as these and help you with your tax planning needs all year long. Download “Choosing the Right Tax Professional in 5 Easy Steps” now! https://loom.ly/TtJH1tM For professional assistance with tax planning strategies or a referral to one of our trusted tax specialists, please contact our office at 713-589-6448 to schedule a time to discuss your needs.

The first question on your tax return asks if you have had any taxable transactions in digital assets - this includes crypto. Most people know that selling cryptocurrency for fiat currency (like USD) may result in a taxable capital gain, but did you know about several other taxable events to be aware of?? You could be committing fraud by simply not being aware. ?? Learn more about common tax mistakes and how to avoid them as Michelle talks with Madison Ross, CPA, a tax partner and co-founder of Ross and Connor LLP on this week’s episode: https://loom.ly/ubidCQ4 #RetireToALifeYouLove #Cryptocurrency #TaxTips #FinancialPlanning #CPA #Taxes #Crypto

Pay attention! This is very important! ?? If you can’t qualify to put money into a Roth IRA because you have too much income, but you have unused money in a 529, you may be able to? roll the money over into a Roth IRA. You don’t need to worry about income limits as long as you have earned income. A little confused?? This is why this episode features Sarah Brenner, IRA Analyst and tax attorney with Ed Slott and Company, LLC so she could discuss the new provisions surrounding retirement planning, and help us all understand just a little bit better. ??Stream this episode on your favorite podcast platform now!? ?#RetireToALifeYouLove #529 #Roth #IRA #Retirement

Will Higher Tax Rates Crush Your Retirement Gains? FIND OUT WHAT YOU NEED TO KNOW TO PROTECT YOURSELF BEFORE IT’S TOO LATE! Are you doing everything you can to protect yourself from higher taxes in retirement? Download our complimentary guide here: https://loom.ly/X1wSdBY

Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline fast approaching, check out our blog for a rundown of the latest tax updates to help you maximize deductions, avoid penalties and keep more of your hard-earned money. https://loom.ly/wweh8Ks #TaxSeason #CertifiedFinancialPlanner #FinancialPlanning #taxPlanning #blog

What to know before you hire a financial advisor is the topic of today’s podcast. Be sure to listen if you want to learn the 8 essential questions to ask the advisor - and 3 questions to ask yourself. Let’s find your perfect advisor match! Apple: https://loom.ly/tcs8eMU Spotify: https://loom.ly/Gj22SAY #RetireToALifeYouLove #FinancialPlanning #Retirement #FinancialAdvisor #CFP