Hilton Tax & Wealth Advisors

?? Meet the Experts Behind Hilton Wealth: Stephanie Riccio, RFC? ?? From launching her finance career at 19 to excelling in wealth management, Stephanie Riccio has built a reputation for delivering strategic insights and expert guidance. After thriving in Manhattan as a Senior Relationship Manager & Lending Specialist, she pivoted toward wealth management—her true passion—bringing diverse experience across financial sectors. ?? Now based in our Atlanta office, Stephanie helps clients navigate financial markets and build lasting wealth. Her expertise and dedication make her a valuable addition to Hilton Tax & Wealth Advisors. ?? Smart strategies. Proven results. A passion for financial success. Visit hiltonwealth.com to schedule a consultation today! #HiltonWealth #FinancialPlanning #WealthManagement #MeetTheTeam #SmartMoney #PersonalFinance #TaxPlanning

?? Meet the Experts Behind Hilton Wealth: Kelly Miller ?? As VP of Operations & Tax Strategist, Kelly Miller is the driving force behind Hilton Wealth’s seamless operations and strategic tax planning. With 30 years of expertise in accounting, administration, and customer service, she ensures the firm runs smoothly while helping clients maximize savings and secure long-term financial success. ?? Leading the Hilton Support Group (HSG) – Kelly also oversees Hilton’s 50+ person Back-Office Support Group, ensuring clients have direct access to top-tier financial products, expert support, and personalized tax strategies. ? Smart tax planning. Seamless operations. Exceptional client service. Kelly Miller helps make it all happen. Visit hiltonwealth.com to learn more! #HiltonWealth #TaxStrategy #FinancialSuccess #MeetTheTeam #SmartMoney #PersonalFinance #TaxPlanning

?? Meet the Experts Behind Hilton Wealth: Mark Miller ?? For over 30 years, Mark Miller has been the go-to expert for Business Owners, Physicians, Executives, and High-Net-Worth clients looking to cut taxes, grow wealth, and secure their legacies. As a best-selling author, his latest book, Hilton Wealth: How to Invest Like an American Dynasty, uncovers the elite strategies used by the Hiltons and Fortune 500 firms to maximize wealth and minimize taxes. ?? A Recognized Leader – Featured in The New York Times, Kiplinger’s, Fox News, and more, Mark has been a trusted voice in financial media. His dedication to helping Americans build their businesses earned him the Presidential Businessman of the Year award and a commendation from President George W. Bush. ?? Want to invest like the elite? Follow Mark Miller for expert insights on wealth-building and tax strategies. Visit hiltonwealth.com to schedule a consultation. #HiltonWealth #FinancialSuccess #TaxSavings #MarkMiller #SmartMoney #PersonalFinance #TaxPlanning

?? Master Your Budget with the 50-30-20 Rule! ?? Struggling to manage your money? The 50-30-20 rule is a simple and effective way to take control of your finances! Here’s how it works: ?? 50% Needs – Essentials like rent, groceries, utilities, insurance, and minimum debt payments. ?? 30% Wants – Dining out, shopping, entertainment, and hobbies. Enjoy life, but within limits! ?? 20% Savings & Debt Repayment – Build an emergency fund, invest, and pay off extra debt. Future you will thank you! ?? Pro Tip: Automate savings to make it effortless! Are you using the 50-30-20 rule? Visit our website, www.hiltonwealth.com, to discover how we can help manage your wealth. #Budgeting #MoneyGoals #FinancialFreedom #SmartSpending #BudgetingTips #MoneyManagement #WealthBuilding #PersonalFinance

?? Investing for Beginners: Stocks, Bonds, ETFs & Mutual Funds Explained! Are you ready to start your investing journey but feeling overwhelmed? Here’s a quick breakdown of the basics: ?? Stocks – Owning a piece of a company. Prices can fluctuate based on company performance and market trends. Higher risk, but potential for high rewards! ?? Bonds – A loan to a company or government. You earn interest over time, making it a lower-risk, steady-income investment. ?? ETFs (Exchange-Traded Funds) – A mix of stocks, bonds, or other assets traded like a stock. They offer diversification with lower fees. ?? Mutual Funds – Professionally managed pools of investments. Great for hands-off investors, but often come with higher fees than ETFs. ?? Pro Tip: Start with a diversified portfolio to manage risk and grow wealth over time! Don’t wait! Schedule a call with one of our trusted wealth experts to discuss investment strategies. #Investing #Stocks #FinancialFreedom #MoneyMoves #MoneyManagement #SmartSpending #WealthBuilding #PersonalFinance

?? Smart Tax Strategies: Keep More of Your Hard-Earned Money! Tax season doesn’t have to be stressful! Here are some smart strategies to maximize deductions and reduce your tax liability: ? Max Out Retirement Contributions – 401(k), IRA, or HSA contributions can lower taxable income. ? Track Deductions – Write off eligible expenses like student loan interest, medical costs, and charitable donations. ? Use Tax-Advantaged Accounts – HSAs & FSAs can help cover medical expenses tax-free. ? Claim All Tax Credits – Look into credits like the Child Tax Credit, Earned Income Tax Credit, and education credits. ? Consider Tax-Loss Harvesting – Offset capital gains by selling underperforming investments strategically. ?? Pro Tip: Keep organized records year-round to avoid last-minute tax season panic! Have questions? Visit www.hiltonwealth.com to schedule your consultation today! #TaxSavings #SmartMoney #PersonalFinance #TaxPlanning #WealthBuilding #MoneyMatters

?? Financial Goals for Every Age! ?? No matter where you are in life, having the right money goals can set you up for success! Here’s a roadmap: ?? 20s – Build an emergency fund, crush debt, start investing early ?? ?? 30s – Max out retirement contributions, buy a home, increase income ?? ?? 40s – Grow investments, pay down mortgage, focus on wealth-building ?? ?? 50s – Eliminate debt, boost retirement savings, plan for financial freedom ?? ?? 60s+ – Enjoy retirement, manage withdrawals wisely, leave a legacy ?? It’s never too early (or too late) to take control of your finances! Invest in your future and visit www.hiltonwealth.com to schedule your consultation today! #FinancialFreedom #MoneyGoals #WealthBuilding #InvestSmart #FinancialSuccess #BuildWealth #MoneyManagement #FinanceTips

?? The Biggest Mistake You Can Make with an Old 401(k)! ?? If you’ve left a job, don’t just leave your 401(k) behind! Ignoring it can cost you BIG TIME. ? High fees can eat away your savings ? Poor investment choices = missed growth ? You might lose track of it over time ?? Instead, roll it over into an IRA or your new employer’s plan for better control & growth! Your retirement money deserves attention. ?? Have an old 401(k)? Book a consultation today with one of our trusted wealth experts to secure your retirement! www.hiltonwealth.com #FinancialFreedom #401k #WealthBuilding #InvestSmart #RetirementPlanning #SmartMoneyMoves #FinancialSuccess #BuildWealth

?? How to Create a 5-Year Plan to Retire Wealthy in 2025 ?? Want to build a solid roadmap to financial freedom? Follow these 5 steps: 1?? Set a Clear Wealth Goal – Define your retirement number and break it down into achievable milestones. 2?? Maximize Your Income – Invest in skills, start a side hustle, or climb the career ladder to boost earnings. 3?? Invest Wisely – Focus on stocks, real estate, and passive income sources for long-term growth. 4?? Cut Unnecessary Expenses – Adopt smart budgeting and prioritize saving over spending. 5?? Stay Consistent & Adapt – Regularly review your plan and adjust based on market trends and personal goals. ?? Start NOW and make your dream retirement a reality! Schedule your consultation today at www.hiltonwealth.com #WealthBuilding #FinancialFreedom #RetireYoung #MoneyMatters #InvestSmart #RetirementPlanning #SmartMoneyMoves #FinancialSuccess

?? The Power of a Financial Planning Checklist ?? A solid financial plan starts with a checklist! It keeps you on track, helps you set goals, manage debt, save smartly, and invest wisely. Without one, you're just guessing with your money! Start with these basics: ?? Assess and plan ?? Budget and save ?? Debt and investment management ?? Protection and tax planning ?? Review and adjust Take charge of your financial future—schedule a consultation today with one of our trusted wealth experts at www.hiltonwealth.com #FinancialPlanning #MoneyMatters #SmartMoney #HiltonWealth #TrustedWealthExperts #FinancialSuccess