Jacobson & Schmitt Advisors

Did you remember to make a 2024 contribution to your retirement account(s)? ? It's not too late! The 2024 contribution deadline for SEP, Roth, and Traditional IRAs is April 15th, 2025. If you need clarity on eligibility, guidance on suitable savings options, or wish to optimize your current retirement plan, our team is here to help you. We invite you to call us at 608-662-7500 so we can help you feel confident that your retirement plans are on the right track.

We enjoyed spending another afternoon volunteering at WayForward Resources! We appreciate the opportunity to get out in our community and support a program we believe in. You can learn more about WayForward Resources here: https://lnkd.in/g7aqidHu and more about our commitment to our community here: https://lnkd.in/dtU5ixTH #giveback #getinvolved

Need a date night idea this Valentine's Day? How about having a conversation about your future together? Our blog "Saying 'I Do'" offers considerations to talk about when you're merging finances with your significant other. What's more romantic than that? ???? https://lnkd.in/gXH-beRK

Thank you to the great team at Empowered Hosted by Meg Ryan for partnering with JSA! Valerie Maliga Bill Berringer Margaret Donnelly

Don't waste time scrambling come tax season! ? To help save you time, here are some cheat sheets that cover important information on tax brackets, retirement contribution limits, phase-outs, and tax credits. Tax Planning Cheat Sheets: https://lnkd.in/g9BHKrTi https://lnkd.in/g52p77bg https://lnkd.in/g736ysBA As always, we’re available to meet with you to uncover additional opportunities the new year brings!

??Exciting News from Jacobson & Schmitt Advisors!?? We’re thrilled to announce that Jacobson & Schmitt Advisors is partnering with Empowered, Hosted by Meg Ryan, for an insightful new segment on Smart Investing for Individuals and Families. ?? This episode will dive into essential financial topics to empower viewers on their investment journeys, including: ? Avoiding common consumer pitfalls ? Best practices for new and seasoned investors ? Choosing the right financial partner for long-term growth ?? Filming is underway, and the episode will air this year. Stay tuned for updates, and visit https://lnkd.in/gZgBjMxA to learn more about Jacobson & Schmitt Advisors.

This holiday season we returned to The Ronald McDonald House in Madison to make some sweet treats for the families there. Thank you, @RonaldMcDonaldHouseCharitiesofMadison, for welcoming us to be part of your positive impact on our community.

Have you thought about your digital assets as part of your estate planning? One way to prepare is by assigning a Legacy Contact—a trusted person who can access your phone or account data after you pass away. Learn WHY and HOW in our latest blog post: https://conta.cc/4eNUM3T

October is Cybersecurity Awareness Month! ???? This is a great time to review your and your family's online and financial security. For example, do you have a plan to protect against AI voice replication? ???? We recommend your family create a secret code or passphrase to share when discussing private information. Read our blog post for tips on how to keep your personal information safe: https://lnkd.in/ggj6ZZ7j

The school year has just begun, and many students are already thinking about how to pay for college. Becoming a strong scholarship candidate begins earlier than you might expect! Share this article with your high school students so they can get a head start on securing their future. Learn how to be a competitive scholarship applicant here: https://conta.cc/46I6NVb