Platt Wealth Management

🍂Fall fun in San Diego! 🍂 Looking to get into the fall spirit? Check out these upcoming family-friendly events in the San Diego area! 🎃 Bates Nut Farm Pumpkin Patch Daily through Oct. 31 Pick the perfect pumpkin, take a tractor hayride, or visit the petting zoo. It's the perfect fall outing! 🎬 San Diego International Film Festival October 16-20 Catch world premieres and family-friendly films while enjoying panels with filmmakers and actors. A must for movie lovers! 🎨 Escondido Grand Avenue Festival October 20 Explore over 400 vendors, rides, and live entertainment. Perfect for a family day out! 🍎 Julian Autumn Jubilee Weekends through Oct. 27 Enjoy hayrides, a petting zoo, and fall crafts in the charming town of Julian. A perfect fall escape for the family. 👻 Brick-or-Treat at LEGOLAND Weekends in October Halloween fun at LEGOLAND! Trick-or-treat, see spooky LEGO characters, and enjoy live shows – perfect for younger kids. 🐬 SeaWorld Spooktacular Fridays-Sundays, through Nov. 3 Celebrate Halloween under the sea with SeaWorld’s Spooktacular! Featuring trick-or-treat stations and special spooky-themed shows. 🆓Kids Free October Daily through Oct. 31 All month long, kids 12 and under receive FREE admission with a paid adult to over 50 of San Diego's favorite museums, historic sites, aquariums, gardens, and more!

🌟 Team Member Spotlight! 🌟 Since joining Platt Wealth Management in early 2021, Kai has been a dedicated part of our team. Not only did he quickly earn his Series 65 Investment Advisor License, but he's also pursuing the prestigious Chartered Financial Analyst (CFA) designation. 💼 With a Bachelor’s degree in Economics from UCLA, Kai brings a blend of knowledge, passion, and San Diego pride to our firm. His commitment to family and friends mirrors the values he brings to financial planning and portfolio management. Beyond the office, you’ll find Kai enjoying one of his many hobbies, from surfing, hitting the gym, and playing pickleball to cheering on his favorite sports teams, the Padres, Chargers, and Lakers. 🏈 We’re proud to have Kai on our team, bringing his drive and dedication to our clients every day. 🙌 Learn more about Kai here: https://lnkd.in/gzxyvx8d

As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize financial strategies before the year ends. Taking these steps can help you maximize your financial resources and position yourself for continued success. Do you want to discuss any of these financial moves? Send us a message or give us a call - we are always happy to help!

The S&P 500 was off to a rough start in September, but ended the month on a high note! Swipe to see the key events that influenced the economy and markets last month. As always, please reach out to us with any questions as we head into fall. We are always here as a resource for you!🍂📈

Did you know the 2025 tax sunset is set to lower estate and gift tax exemptions? This may impact how much you can pass on to loved ones tax-free. Now is the perfect time to revisit your gifting strategy and estate plans to make the most of current exemptions. Want to dive deeper? Check out the PDF below or visit our website for more info. Have questions? Give us a call—we’re here to help!

As we approach the final months of the year, it's important to be aware of the deadlines regarding required minimum distributions (RMDs). Swipe through for an overview of these deadlines and their requirements. Need help planning your RMD strategy? Feel free to send us a message or give us a call! Our team would be happy to assist you in navigating these requirements.

August brought a mix of headlines in the financial markets, with the Fed's anticipated rate cut in September and cooling inflation dominating the conversation. 📉 As we step into September, remember that it's historically the most volatile month of the year. Whether you’re considering alternative opportunities or staying the course, think long-term. Swipe for more insights, and don’t hesitate to reach out with any questions. We're here to help!

📉 Market Turbulence: What You Need to Know With recent market volatility, you might be wondering what's driving the shifts. From rising unemployment rates to changes in global interest rates, several factors are in play. While it’s tempting to react quickly, our approach focuses on maintaining a steady, long-term strategy. Staying the course and sticking to your strategic asset allocation can help navigate these uncertain times. Visit our latest blog post written by Jeffrey S. Platt, JD, LLM, CFA, CFP® and Kai Kramer to learn more: 👉https://lnkd.in/gMdxjhUQ

💡Are you interested in learning more about your personal finances? If so, we want to hear from YOU!💡 Help us tailor our upcoming personal finance webinar series by taking a quick 2-minute survey. Your feedback will help us create a more meaningful experience for everyone! 👉 Survey link: https://lnkd.in/gTjpjw7E Now for the details… We're thrilled to announce that Kai Kramer and Devan Rouse will be hosting this webinar series on personal finance starting in January! Kai, a highly respected financial advisor, and Devan, a dedicated client service associate, are passionate about sharing their knowledge and experiences to help others on their financial journey. This series is designed for Gen Z and Millennials, but we welcome investors of any age who are eager to enhance their financial knowledge. Don’t forget to share this post with anyone who might be interested—the more, the merrier! Thank you for your participation, and stay tuned for more details on webinar dates and registration. #PersonalFinance #Webinar #FinancialEducation

In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflation. But what exactly does the Federal Reserve (Fed) do? Swipe through to learn the basics of the Fed, its goals, and why it matters for your investments! ➡️