Santori & Peters, Inc.

Curious about the best way to save for your child’s education? One tool we recommend might surprise you—it offers tax benefits, flexibility, and covers more than just tuition! Tune in to learn how this savings strategy can work for your family’s future. Have questions? Give us a call at (412) 373-6904! #ChildEducation #TaxBenefits #EducationFunding #529plans #collegesavings #529plan #childsavings #collegeeducation

Curious about Uniform Transfers to Minors Act (UTMA) accounts? These custodial accounts are a great way to save for your child's future, with assets that legally belong to them. While you manage the account until they reach the age of majority (18 or 21, depending on your state), it's essential to remember that the funds are theirs. Contact us today to learn more: ??: (412) 373-6904 ??: https://lnkd.in/gHmE_MXm #UTMA #CustodialAccounts #ChildSavings #FinancialPlanning #InvestingForKids #WealthManagement

Ready to shape your future? Don’t leave your life after retirement to chance—get clear on what you want with our guidance. We’ll help you define your goals and values and create a plan that aligns with your vision. Start building a future you’re excited about today! Ready to take the first step? Let’s talk. https://lnkd.in/eMtekjkU #financialplanning #RetirementPlanning #LifeAfterRetirement #WealthManagement #GoalSetting #InvestmentAdvice

Navigating life insurance doesn’t have to be daunting! Whole life and term policies both have unique benefits, from lifelong coverage to affordability, but finding the right fit depends on your priorities. Curious about which option fits your needs? Check out the video for more insights and contact us today! Schedule your consultation: ??: (412) 373-6904 ??: https://lnkd.in/gHmE_MXm #LifeInsurance #TermLifeInsurance #FinancialPlanning #InsuranceTips #LifeInsurancePolicy

Year-end alert! ?? If you're over 70.5, you might want to consider Qualified Charitable Distributions from your IRA. It's a smart way to support your favorite charities while meeting your required minimum distribution. Want to learn more? Contact us today ?? ?? (412) 373-6904 ?? https://lnkd.in/gHmE_MXm #financialplanning #financialadvice #QualifiedCharitableDistribution #IRA #RetirementPlanning #SeniorFinance #TaxPlanning

Ready to elevate your financial game? Discover the key principles that can set you on the path to success and make your financial goals a reality. At Santori & Peters, Inc., we provide tailored strategies and expert advice to guide you through the essential money rules for financial success. Whether it's crafting a personalized plan or offering insights into effective wealth-building, we're here to help you master your finances and achieve lasting security. Ready to take the first step? Let’s talk ?? https://lnkd.in/eMtekjkU #InvestmentStrategies #FinancialGoals #WealthManagement #FinancialPlanning #howtobudget #emergencyfunds

Year-end deadlines are approaching! ?? From charitable donations to required minimum distributions (RMDs), there are a few key items to check off before December 31st. Plus, don't miss out on maximizing your 2024 IRA contributions! Want to ensure you’re on track? Contact us today ?? ??: (412) 373-6904 ??: https://lnkd.in/gHmE_MXm #2024taxes #YearEndPlanning #FinancialGoals #CharitableGiving #IRAMaximization #RMD #TaxPlanning #taxprep #financialplanning #2024ira #ira

Are your assets truly protected? Effective planning is essential to safeguard and preserve your wealth for the future. Here’s how you can start protecting your assets: ?? Diversify Your Investments to reduce risk and enhance security. ?? Update Your Estate Plan to ensure your assets are distributed according to your wishes. ?? Consider Asset Protection Strategies like trusts or insurance to shield your wealth. At Santori & Peters, Inc., we offer expert strategies to help you secure your investments and protect your legacy. Don’t leave your financial future to chance—learn how our tailored wealth management solutions can make a difference. Ready to take the first step? Let’s talk. https://lnkd.in/eMtekjkU #AssetProtection #FinancialPlanning #WealthManagement #LegacyPlanning #ProtectYourWealth #EstatePlanning

As we enter the fourth quarter of 2024, it's a great time to consider tax loss harvesting! If you have losses in your portfolio, selling a security can help offset gains and reduce your tax burden—just remember to stay out of that holding for at least 31 days. Curious about how to make the most of this opportunity? Let’s talk! Contact us today: ??: (412) 373-6904 ??: https://lnkd.in/gHmE_MXm #TaxLossHarvesting #InvestmentStrategies #TaxSeason2024 #FinancialPlanning #TaxTips #FinancialLiteracy #TaxSmart

Struggling with how to start planning your legacy? At Santori & Peters, Inc., we make it easy to create a lasting impact. Our team simplifies the process, helping you define your values and ensure your wealth supports future generations. Let us guide you through the steps to secure your legacy with confidence. Reach out today to get started! Ready to take the first step? Let’s talk. https://lnkd.in/eMtekjkU #LegacyPlanning #EstatePlanning #WealthManagement #financialplanning