Journey Strategic Wealth

?? Happy Thanksgiving from the Journey Strategic Wealth team! ?? This Thanksgiving, we're grateful for our clients, partners, and community who inspire us every day. Thank you for trusting us with your financial journey – it’s an honor to help you reach your goals. Wishing you a joyful holiday filled with warmth, gratitude, and cherished moments with loved ones. Happy Thanksgiving! ?? #Thankful

?? Black Friday is just around the corner – one of the biggest shopping days of the year! ??? If you're planning to score some holiday deals, keep your wallet safe with these 4 quick tips. ??

Ultra-high-net-worth families face unique risks that standard insurance policies just aren’t equipped to handle. From ILITs to umbrella liability and cyber insurance, the right strategies can safeguard your assets and legacy. Learn how to protect what matters most in Brian Flynn's latest blog: https://lnkd.in/gi3c_pr2?

Mark Lebida, CFA dives into the latest market trends from November and how political uncertainty is shaping business conditions & market expectations. Check out the full VettaFi Advisor Perspectives article for a deeper perspective on what’s driving the economy this season. #MarketCommentary #Journey #MarketTrends

Each year, tax updates can have a big impact on your financial outlook, whether it’s adjustments to income brackets, new deductions, or credits. Staying informed helps you make the best decisions for your financial future. Our 2025 Tax Planning Guide is here to help you navigate these updates with confidence. We break down the most significant changes, highlight key strategies, and share year-round tips for tax-smart choices. ?? Don’t wait until tax season—download your guide today and take control of your 2025 tax strategy! https://bit.ly/48Muq0C #Taxes #TaxSeason

Mark Lebida, CFA breaks down how recent election uncertainty and mixed corporate earnings have spurred market volatility in our November Market Commentary. https://lnkd.in/gi_UhnSn #MonthlyCommentary #Journey #MarketTrends

Jill Isbell, CFP and Chad Faulkenberry, CFP?, CPWA?, CLU?, CWS? bringing their combined expertise and leadership to the Journey team enabling us to dedicate even more time to serving our clients' evolving needs. These additions further solidify our ongoing commitment to fostering a community of advisors who prioritize client relationships and value having both autonomy and hands-on support. We're excited for the Journey ahead! Read more in InvestmentNews. ??

If you or someone you know is considering a Roth conversion, we encourage you to read this first. ?? Roth conversions can be an excellent strategy for tax-efficient retirement planning, but our advisors often work with clients who are uncertain about implementing it because of the upfront conversion tax, which can be substantial. On the other hand, there's another compelling alternative to consider: the step-up in basis strategy. Kristin Bartlow, CFP? goes into greater comparison detail in her latest blog; take a look and feel free to share with anyone who might be interested! https://lnkd.in/dhVukKzS

There’s been a lot of talk about the impact of AI on the wealth management industry, but what do investors really need to know about how it may impact the experience with their advisor? Brian Flynn takes a closer look at the top 3 ways clients can expect to feel the effects of AI, from account opening to portfolio management to advisor communications: https://lnkd.in/g733bpJW #AI #WealthManagement

As we continue to grow, we’re excited to highlight the recent additions to our Journey Strategic Wealth team! Jill Isbell, CFP of Creative Financial Services has joined us, along with her team establishing our presence in Colorado Springs. We also welcome Chad Faulkenberry, CFP?, CPWA?, CLU?, CWS? who brings his extensive expertise and experience from Orlando. Their passion for serving clients aligns with our mission to support independent advisors nationwide. Learn more in the latest from Citywire. ??