Plum Pointe Wealth Management

Last week brought good news after a volatile few weeks.

It's already time for kids to head back to school. If this season has you thinking about the day you'll see your child walk the stage at graduation, it's probably time to consider a 529 college savings plan. A 529 account can be a great way to build savings for education-related expenses. Between the savings plan and prepaid tuition plan options, there is likely a solution that makes sense for your family. Contact us with any questions you have about 529 plans: https://lnkd.in/gaFQTa5R

As the stock market fluctuates, here's a brief overview of the major stock market indexes to watch. If you have any questions about these indexes or your investment portfolio, reach out to our team at https://lnkd.in/gaFQTa5R

After a strong June, major U.S. equity indexes were mixed in July. And the start of August showed a different tone than in prior months prompted by weak labor market data.

Are you navigating the maze of financial record-keeping and wondering what to keep and what to toss? Here's a quick guide to the essential documents you should hold onto. Keeping these records can help simplify your finances, prepare you for any potential inquiries from tax authorities, and help you more effectively manage your finances. If you have any questions or need assistance, please reach out. Our tax experts are here to help you all year long.

Starting your own business and wondering if you can handle the bookkeeping yourself? You can, but in many cases, it's helpful to have outside help. The first step is to set up a separate bank account for your new business to help you monitor your revenue and expenses, laying a solid foundation for financial management. Remember, you're not alone. Whether it's setting up your system or managing the books on an ongoing basis, we're here to get you the help you need. Reach out anytime.

Embarking on an entrepreneurial journey? The first critical decision is selecting the right business structure. It's not just about starting; it's about starting right! Let’s break down the options and what they mean for you. Swipe through for more context. Let's chat about the perfect structure for your business. Reach out to our team of dedicated accountants to kickstart your venture with confidence!

As we enter the second half of 2024, now is the perfect time to review the last quarter. Swipe for an overview of key developments.

We’re halfway through 2024, and it's time for a check-in. When was the last time you reviewed your financial plan? Here are some tips to help you get started with your mid-year review. https://lnkd.in/gYBvkvVR