Tilia Fiduciary Partners, Inc.

As you’ve likely seen, the FAFSA application process has faced delays and technical issues since its redesigned form was soft-launched on December 31, 2023. Those issues are continuing for students who are enrolled in the 2024-2025 school year. Swipe for an overview of the situation and key steps to consider taking in light of continued issues. As always, do not hesitate to reach out if we can be of assistance. We are here to help with all financial and investing matters.

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for three essential facts about 401(k)s that everyone should know. As always, reach out if we can be of assistance. We are here to help.

Wishing all of you a fun and memorable Labor Day weekend! 🌞 Please note that our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, eager to assist with anything you need.

Major life events like getting married, buying a home, or having a baby bring significant adjustments — and tax implications! Here are general questions to ask for each circumstance: 💍 Getting Married: What's the best filing status for our financial situation? Should we update our withholding? 🏡 Buying a House: Do I get a tax break when I buy a house? 👶 Having a Baby: Will I be eligible for the child tax credit? 💼 Changing Jobs: I'm making more money. Should I bump up my withholding? 🎓 Sending Kids to College: Can I claim tax credits and deductions for education-related expenses? Does it make more sense for my child to take the credits? 💔 Going Through a Divorce: What filing status do I qualify for after a divorce? 👴 Getting Ready to Retire: Should I be concerned about the tax implications of required minimum distributions? Will I pay tax on my Social Security benefits? If you've recently experienced a significant life change or expect to, we’re here to help answer these questions, with guidance tailored to your unique situation. Feel free to reach out anytime.

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement. Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it. And for personalized retirement guidance, do not hesitate to give our office a call. We are here to help!

Our team understands the complexities and emotions involved in planning for an anticipated inheritance. That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance. Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.

🌟 Are you currently a caregiver or anticipate becoming one soon? 🌟 Balancing your life with caregiving responsibilities can be challenging, but you don't have to do it alone. Join us tonight for an exclusive webinar hosted by Lili Udell Fiore, a Certified Dementia Practitioner, and Certified End-of-Life Doula. 📅 Date: Tonight!  🕒 Time: 5pm - 6pm Lili will share her decades of experience and provide invaluable insights on: - Planning a peaceful death for your loved one - Coping with dementia - Caring for yourself as a caregiver - Tips and tricks for creating the best life for your loved one who is unwell This is a unique opportunity to learn from an expert, connect with other caregivers, and gain the knowledge you need to confidently navigate your caregiving journey. Don't miss out! Register now and mark your calendar for this must-attend event. Eventbrite Link: https://lnkd.in/ehzDJQ5E #Caregiving #Webinar #DementiaCare #EndOfLifeCare #CaregiverSupport #LiliUdellFiore

Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings and overall financial wellness. That’s why our team has compiled four best practices we can leverage together to make your 401(k) plan a pillar of empowerment and security in your workplace👉 If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.

Are you looking to attract and retain the best talent? With the average employer match standing at an impressive 4.8%, offering a 401(k) plan with matching contributions is key to staying competitive! Here’s why 👉 If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.

Did you know that making a small tweak to your 401(k) plan could massively boost employee participation? Automatic enrollment is a game-changer, with a National Bureau of Economic Research study showing an 80% increase in worker 401(k) participation after the implementation of automatic enrollment. 📈 Keep reading to learn more about best practices when implementing automatic enrollment. And remember, by making participation the default option, you’re not just helping employees save for retirement; you’re also helping them invest in their future selves without the extra hassle. Contact us if you have any questions!