Link Wealth Strategies

As year-end approaches, tax alpha becomes key. Strategies like tax-loss harvesting and deferral of capital gains can boost after-tax returns. Now is the time to review portfolios and make adjustments for optimal tax efficiency before deadlines. Contact us to discuss your year-end tax planning strategy.

Happy Halloween from Link Wealth Strategies! Enjoy the evening and all the fun it brings. Stay safe, be mindful of little trick-or-treaters, and have a great time with family and friends!

We are excited to welcome Joseph Reid, CFP®, ChFC®, to Link Wealth Strategies. Joseph brings a tax-intelligent approach to financial planning, helping clients optimize their investments for greater tax efficiency. His dedication to clients goes beyond the numbers, as he partners with them through life’s milestones, offering guidance and support. Learn more about Joseph’s experience and the value he brings to our team in the full blog: https://bit.ly/4fjlty9

October is Estate Planning Month! For singles, creating an estate plan can be surprisingly complex. Without a spouse or children, it's crucial to have clear directives for your finances and healthcare to ensure your wishes are honored. From naming a healthcare proxy to outlining who manages your assets, planning ahead protects your legacy. Don’t wait for the unexpected—estate planning offers peace of mind for you and those closest to you. Learn more here: https://bit.ly/4doz05Y

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around recent market breadth, the Federal Reserve, the economic backdrop and our outlook going forward. https://bit.ly/3NikYYT

Medicare Open Enrollment begins today and runs through December 7. Open Enrollment is your chance to evaluate your Medicare options and make sure you’re enrolled in the plan that best fits your needs. Whether you need to switch plans or confirm that your current coverage is right for you, now’s the time to act! Choosing wisely can protect both your health and your finances.

The FAFSA process is evolving! For the 2025-26 academic year, the form will be released in December 2024, and it’s been redesigned to be more user-friendly with fewer questions. These changes are aimed at making financial aid more accessible for all students. Don’t miss out on the latest updates! Find out more here: https://bit.ly/4dprB6E

A heartfelt thank you to everyone who joined us for our Women and Retirement Seminar last week! We were thrilled to engage with so many inspiring women, all focused on taking control of their financial futures. At Link Wealth Strategies, we’re committed to empowering women with the knowledge and strategies needed to achieve financial independence and security. Stay tuned for more events designed to help you reach your retirement goals.

October 15th is almost here - if you filed for an extension, now’s the time to finalize your tax return. Make sure you’re ready before the deadline!

Last month, Kyle and Joseph took a breathtaking hike through the Colorado mountains! While parts of the journey were clouded, the overall experience was nothing short of incredible, offering stunning views and unforgettable moments. Just like in wealth strategy, there are times when the path ahead isn't always clear, but with perseverance and vision, you reach heights that make it all worth it. Every step of the way, we’re committed to "Piecing together what's possible"—whether it’s climbing mountains or building your financial future.