Konza Global Wealth Group

#FinancialTipFriday Today's tip comes from Associate Joel Freisner: “One of my favorite tips to share with clients and friends: Invest in what you understand and focus on long-term growth.” It’s easy to get caught up in daily market fluctuations and short-term trends, but successful investing often comes down to sticking with a strategy you believe in. By choosing investments you understand and maintaining a long-term perspective, you’ll be better equipped to stay calm during market ups and downs and make decisions based on your goals—not on temporary noise.” Need guidance on how to manage your assets? Reach out to us or visit our website? https://konzaglobal.com to learn more. #InvestSmart #LongTermInvesting #WealthBuilding #FinancialTips #Investing101 This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

Starting next year, the IRS is ending waivers on Required Minimum Distributions (RMDs) for certain inherited IRAs. Beneficiaries of these accounts will now be required to take annual RMDs under a modified life expectancy factor based on various components, with full liquidation required within 10 years. This shift could impact tax and retirement planning strategies for the future years ahead. “Keeping up with constant regulatory changes and new tax law is imperative to understand how it may affect your financial plan and help minimize your tax liability over the years.”– Wealth Advisor Jake Bossert. Need help evaluating your plan? Visit our website https://konzaglobal.com or reach out to start your personalized financial journey. ?#IncomeInvesting #FinancialPlanning #WealthManagement #Investments This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

For clients with company stock in their retirement accounts, NUA can be a game-changer in reducing taxes and maximizing wealth. Our team has extensive experience navigating the complexities of NUA. We’ve seen firsthand how this strategy can make a significant impact for clients nearing retirement. “Whether it’s through long-term capital gains or strategically timing distributions, we tailor our approach to align with each client’s unique needs,” says CEO and Wealth Advisor David Freisner. Want to know if NUA is right for you? Watch our video https://lnkd.in/gNema7Pe or visit our website https://konzaglobal.com to learn more. #RetirementPlanning #WealthManagement #NUAStrategy #FinancialPlanning This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

As the year wraps up, it's the perfect time to reassess your finances and implement strategies to maximize your savings. Here are three essential tips tailored for our Kansas City community: ? Maximize retirement contributions: Consider increasing your contributions to your 401(k) before year end or IRA before filing your 2024 tax return. This can help you boost your retirement savings and plan for your specific goals based on KC cost of living. ? Plan for state and local taxes: KCMO residents are subject to both state and local income taxes, so consider working with a financial advisor to plan any deductible expenses. Proper planning can help lower your tax burden. ? Plan for charitable contributions to KC or other nonprofits: Supporting local charities not only benefits our community but also provides valuable tax deductions. By taking these steps, you can enhance your financial well-being and prepare for a prosperous new year. Reach out to us for a personalized approach to your financial health this year https://konzaglobal.com. #YearEndSavings #KansasCity #FinancialTips #WealthManagement #SavingsGoals This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

“Will I run out of money in retirement?” It’s a valid question, as no one wants to face financial uncertainty in their golden years. As our associate, Joel Freisner emphasizes: “Detailed planning, budgeting, realistic expectations and open communication with your advisor are the keys to success.” Addressing this fear begins with creating a solid retirement plan tailored to your unique situation. This involves understanding your expenses, accounting for healthcare costs, planning for the unexpected and regularly reviewing your financial strategy. With a clear plan in place and proactive measures, you can feel more confident about your future. We’re here to help navigate these questions together. Learn more on our website https://konzaglobal.com. #RetirementPlanning #FinancialSecurity #PlanForTheFuture #WealthManagement This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

Meet Jake Bossert, Wealth Advisor at Konza Global Wealth Group! Jake brings a fresh perspective and expertise to our team, helping clients achieve their retirement goals. With a Series 65 and Investment Certificate under his belt, he’s committed to delivering top-notch guidance. He also plans to sit for the CFP exam to strengthen his financial knowledge further. Outside of work, Jake loves golfing and outdoor adventures—Maui is his favorite destination! We’re thrilled to have him on our team, connecting with clients and making an impact every day. Curious about how Jake and our team can support your financial journey? Contact us today or visit our website https://konzaglobal.com. ?#MeetOurTeam #WealthManagement #KonzaGlobalWealthGroup This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

Meet Mickey Nolan! He has been in the industry for over 11 years, primarily handling back-office activities in his current operations role. His extensive experience ensures the smooth functioning of behind-the-scenes tasks that are critical to the team’s success. Outside of work, Mickey enjoys spending time with his wife and daughter. His family is his top priority. Fun fact: One of his favorite travel destinations is Boston. When it comes to teamwork and collaboration, Mickey believes in setting company goals and working collectively to accomplish them. Learn more about our team by following our social channels or visiting our website https://konzaglobal.com/.? #MeettheTeam #TeamSpotlight #KonzaGlobalWealthGroup This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

We’re excited to showcase Konza Global Wealth Group's new office space designed with our clients in mind. Our goal was to create a warm and welcoming environment where you can feel comfortable discussing your financial goals. From the cozy seating areas to private meeting rooms, every detail has been thoughtfully curated to reflect our commitment to personalized service. Whether you’re here for a consultation or just want to say hello, we hope you’ll feel right at home! Reach out to us or visit our website https://konzaglobal.com/ to learn more or set up a consultation! #NewOffice #ClientExperience #KonzaGlobalWealth #OfficeReveal This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?

NUA Tip: Net Unrealized Appreciation (NUA) strategies are a smart way to optimize retirement saving if you work for a public company and have highly appreciated company stock in your 401(k). By using NUA strategies, you can reduce the taxes owed on distributions and potentially pay long-term capital gains rates instead of higher ordinary income tax rates. “Our team is dedicated to guiding clients through the complexities of tax-efficient retirement planning. With NUA strategies, we can help reduce tax liabilities and enhance long-term wealth,” shared David Freisner, CEO and Wealth Advisor at Konza Global Wealth Group. Here are some tips for using NUA Effectively: ? Know when to use it: NUA isn’t for everyone. It’s most beneficial for those who work for a public company and have a large portion of their 401(k) in company stock. ? Timing matters: Consider using NUA when you are planning to retire. Moving your company stock in-kind can help reduce taxes. Ready to start your NUA journey? Reach out to our team of professionals to learn more https://konzaglobal.com/. #RetirementPlanning #TaxEfficientInvesting #NUAStrategy #FinancialPlanning #WealthManagement #TaxTips? This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.? The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.

Happy Halloween from Konza Global Wealth Group! ?? Don’t let spooky financial uncertainties haunt you—especially regarding your retirement! ?? We specialize in creating tailored retirement planning that gives you confidence for the future. Whether you’re just starting to save or nearing retirement, we’ll help you maximize your investments, minimize taxes and help maintain your nest egg. Our team turns the scariest parts of retirement planning—like inflation, market volatility and healthcare costs—into manageable, strategic steps. With Konza Global, you’ll feel prepared to enjoy the retirement you’ve worked so hard for. Let’s take the fear out of your financial future! Reach out today to learn more https://konzaglobal.com/.? #HappyHalloween #WealthPlanning #RetirementReady #FinancialSecurity This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Advisory, LLC in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. The information contained in this writing should not be construed as financial or investment advice on any subject matter.? Konza Global Advisory, LLC expressly disclaims all liability in respect to actions taken based on any or all the information on this writing.?