Schmerling Financial Group

When people hear the words “estate plan”, most think the term only applies to people that are wealthy, leading to only 30% of the US population having any sort of estate plan in place. We are here to help educate and guide you through the process of setting up you and your family for financial success by preparing an estate plan. Learn more about the importance of an estate plan: https://bit.ly/4guyNRG

It's important to stay ahead of significant tax changes that could impact your financial situation. One of the most crucial developments on the horizon is the expiration of the 2017 Tax Cuts and Jobs Act (TCJA), which introduced several temporary tax benefits that are set to sunset at the end of 2025—unless Congress acts to extend or modify them. Take a look at our October blog post to learn more about this important topic: https://bit.ly/3zT2Txw

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://lnkd.in/gnCC98pQ

Medicare Open Enrollment starts today! From October 15 to December 7, you have the opportunity to review and make changes to your Medicare coverage. Taking the time to review and adjust your Medicare coverage can save you money and ensure you have the right health care for the year ahead.

We reflect, seek forgiveness, and renew our commitments to one another this Yom Kippur. Wishing all who observe a meaningful and peaceful day.

The deadline to file your tax return if you extended the due date is coming up on October 15th. Make sure you file your tax return and pay any tax, interest, or penalties due before. Reach out to us if you need any help.

Shanah Tovah! Wishing everyone a sweet and prosperous new year filled with love, joy, and blessings. May this Rosh Hashana bring peace and harmony to our world. L'shanah tovah tikatevu! 🍎🍯🕯️

At Schmerling Financial Group, our unwavering commitment to our clients revolves around delivering value consistently, every day. Our approach is grounded in values-based holistic financial planning, designed to empower you on your financial journey and help protect what matters most. https://lnkd.in/eyRT2JGY

The journey to and throughout retirement requires planning and strategy. Check out our latest blog to learn about six powerful tax and investment strategies you can leverage to help you save and pursue your goals for retirement. https://bit.ly/3ziEHEF

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for August and then shifts to discussion around the Federal Reserve, the economic backdrop and our outlook for the markets going forward. https://bit.ly/47uKUKj