Here are a few key areas to review: Maximize Retirement Contributions – Contributing to a 401(k) or IRA may provide tax advantages. Review Deductions & Credits – Ensure you’re aware of potential deductions like charitable giving or education expenses. Plan for Investment Taxes – Understanding capital gains and losses now may help with tax efficiency later. Consider Future Tax Strategies – Certain planning moves, like Roth conversions, could be worth exploring with a tax professional. At Lightbridge Wealth Management, we work with clients to integrate tax-efficient strategies into their financial plans. Let’s ensure you’re positioned for success in 2025! Have questions? Contact us today! #LightBridgeWealthManagement #WarlthManagement #TaxSeason Lightbridge Wealth Management does not provide tax, legal, or accounting advice. Please consult a qualified tax professional for guidance specific to your situation.
关于我们
To us, clients are like an extension of our family, so going that extra mile for a client is just the right thing to do. Life happens — sometimes it’s planned for, and other times it’s unexpected. Either way, it can significantly impact plans and your well-being. Our holistic view of wealth management includes a comprehensive range of services to plan for growth, protect you and your family, and distribute your wealth in a way that helps you achieve peace of mind. Securities and investment advisory services offered through Nations Financial Group, Inc. (“NFGI”), 3925 Fountains Blvd. NE Suite 200, Cedar Rapids, IA 52411, member FINRA/SIPC and Registered Investment Adviser. Lightbridge Wealth Management and NFGI are independent entities. Industry regulations prevent us from receiving endorsements and/or recommendations from others based on the service they have received and prevent us from posting any specific investment advice. For important additional social media disclosures please copy and paste the below link into your browser. https://www.nationsfg.com/wp/wp-content/uploads/2017/03/Social_Media_Disclosure.pdf
- 网站
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www.lightbridgewm.com
LightBridge Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Knoxville，Tennessee
- 类型
- 合营企业
地点
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主要
获取路线
400 Ebenezer Rd
US，Tennessee，Knoxville，37923
LightBridge Wealth Management员工
动态
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Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #TradePolicy https://lnkd.in/e4crsY-J
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As we set our clocks ahead, it’s a good reminder that small adjustments can make a big difference—whether in our daily routines or long-term plans. March is a great time to get organized, check in on priorities, and embrace new opportunities. ?? What’s something you’re looking forward to this season? #SpringForward #FreshStart #OrganizationTips #LightBridgeWealthManagement #SpringForward #DaylightSavings
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Sometimes, small expenses can quietly add up! Reviewing your budget regularly can help you identify unnecessary spending and keep finances on track. Budgeting strategies should be based on individual financial needs. Consider consulting a financial professional for personalized guidance. #SmartMoneyMoves #FinancialWellness #LightBridgeWealthManagement #WealthManagement
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Teaching kids about money early can help them develop lifelong financial habits. Simple, everyday conversations can make a big difference! This content is for educational purposes only and does not constitute financial advice. #FinancialLiteracy #KidsAndMoney #LightBridgeWealthManagement #WealthManagement
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Open conversations about money can strengthen relationships. Whether it’s budgeting, saving, or planning for the future, financial alignment is key. What financial habit has helped you most in your relationship? Financial decisions should be tailored to individual circumstances. Consider consulting a financial professional before making changes. #LightBridgeWealthManagement #FinancialPlanning #MoneyAndRelationships
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Your journey, your plan! No matter where you are in life—starting out, building wealth, or getting retirement ready—your financial goals deserve a strategy tailored just for you. Let us help you navigate every step of the way. Ready to plan your next move? #LightBridgeWealthManagement #RetirementReady #LifeStages #FinancialFreedom
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Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025. #Markets #StockMarket #FederalReserve #ArtificialIntelligence https://lnkd.in/eUTuZNhu