Assembly Wealth

Maintaining a disciplined approach to investing can be challenging during an election year. Will the stock market decline due to uncertainty around the election? Historically, presidential election years have a positive effect on the market — with two recent exceptions: https://bit.ly/4aLWJM7 #investmentstrategy #wealthmanagement #retirementplanning #investingstrategy #investing2024 #economicoutlook #financialmarkets

Changing jobs or retiring? Read this before cashing out your 401k 👀 especially if you’re younger than 59½: https://bit.ly/4emTQ7t #401k #wealthbuilding #financialplanning #wealthmanagement #retirementplanning #401krollover

Estates worth less than $13.61 million are not taxable at the federal level, but 17 states and Washington DC have estate and/or inheritance taxes with thresholds as low as $1 million. Our latest post explains how to make your estate as tax-efficient as possible — at the state and federal level: https://bit.ly/3XTbecL  #financialplanning #investmentstrategy #wealthmanagement #LegacyPlanning #estatetax

1 in 4 people will lose their job at some point in their career. Here’s what to do (and not do) if this happens to you: https://bit.ly/3XJktNR #layoff #layoffs2024 #layoffsupport #benefitscontinuation

Discussing inheritance with your family can be challenging, but a trusted financial advisor can help mediate sensitive conversations. They can explain the reasoning and technicalities behind the plan and help you define the legacy you’d like to leave — through charitable giving as part of your estate or while you’re still alive.  The important thing is to open a dialogue. Failing to do so can lead to financial losses and unfulfilled wishes. James Brown’s estate is a sad (but not uncommon) example of what can go wrong, even if you have a well-crafted estate plan: Discuss Your Estate Plan With Your Family | Avoid Lawsuits, Protect Your Assets https://bit.ly/45G6t9N #inheritancetax #estateplanning #estateplan #avoidprobate #livingtrust

Want to reduce your taxable income? If you already max out your retirement account(s), here are 5 additional strategies you may not have considered: 📃 Tax loss harvesting 📃Donating appreciated stock to charity 📃Qualified charitable distributions (QCDs) 📃A donor-advised fund See our post to learn more about the options above: https://bit.ly/4b4N9VM #taxadvice #taxplanningstrategies #taxdeductions #taxstrategy #wealthbuilding #financialplanning

Technology companies involved in AI have seen their stock prices skyrocket. But will their success be long-lasting? In our latest article, we list the 10 biggest companies in the world by market cap today, in 2000, 1989 and back to 1980. The list changes quite a bit from decade to decade and offers some valuable lessons for investors. https://bit.ly/3WVMVu1 #wealthbuilding #financialplanning #investmentstrategy #wealthmanagement #retirementplanning #nvidia #stockinvesting

Talking about advance medical directives or a living will is probably not high on your parents’ to-do list. But the longer you wait, the more likely it is you’ll have to make difficult decisions with limited information and time. Here are the most critical things to discuss with aging loved ones: https://bit.ly/3M4a0pl #financialplanning #estateplanning #GenX

Historically, presidential election years have a positive effect on the stock market — with two recent exceptions: https://bit.ly/4aMYjxd #investmentstrategy #wealthmanagement #retirementplanning #investingstrategy #investing2024 #economicoutlook #financialmarkets

Have multiple retirement accounts? It’s generally not a good idea to hang on to them forever. Our latest article explains: 💸 How multiple retirement accounts can hinder growth 💾 The best way to consolidate 401k accounts 💰 The benefits of having one IRA vs. multiple 401ks Learn how to simplify your retirement savings, stay diversified and maximize growth: https://bit.ly/3Yxq9Lr #401k #401kadvice #wealthbuilding #financialplanning #wealthmanagement #retirementplanning