Financial Graphic: Holiday Spending & Financial Wellness
The holidays should be joyful — not stressful. Use these simple tips to stay on track with your budget, give meaningfully, and keep your financial wellness in focus this season. 🌟 #SmartMoney #HolidaySpending #FinancialWellness Discipline Wealth Solutions is an investment adviser registered with the Securities and Exchange Commission (“SEC”). See full disclosure www.disciplinewealth.com/disclosures.
Financial Graphic: Charitable and Itemized Deduction Changes Under the One Big Beautiful Bill Act
Did you know? The One Big Beautiful Bill Act (OBBBA) introduced key updates to charitable donation and itemized deduction rules that could affect you? Check out our latest financial graphic to see what’s changed and how these updates might impact your giving plans. #OBBBA #CharitableGiving #FinancialPlanning Source: IRS Discipline Wealth Solutions is an investment adviser […]
Financial Graphic: Long-Term Care Awareness
Caption: November is Long-Term Care Awareness Month! Don’t let common myths keep you from planning ahead. From “Medicare will cover it all” to “I’m too young to think about care,” we’re breaking down 5 myths you need to know. ✔️ #LongtermCare #November #WealthManagement Discipline Wealth Solutions is an investment adviser registered with the Securities […]
Financial Graphic: RMD
Caption: If you’re age 73 or older, Required Minimum Distributions (RMDs) are an important part of your retirement income plan. Here are a few things to keep in mind! Discipline Wealth Solutions is an investment adviser registered with the Securities and Exchange Commission (“SEC”). See full disclosure www.disciplinewealth.com/disclosures.
Financial Graphic: Cyber Security
Which Scams Should I Be Watching Out for Right Now? From fake toll payment texts to QR code phishing (“quishing”), scams are evolving fast. Staying aware is the first step to protecting your identity and finances. Check out the graphic below for quick tips on how to protect yourself! And as always, if you have […]
Financial Graphic: Government Shutdown
The U.S. government has experienced multiple shutdowns since 1981, with this marking the 11th instance. During a shutdown, many nonessential federal operations are temporarily halted. While some shutdowns are resolved quickly, a few have extended beyond five days. Looking back at those longer episodes, the stock market finished higher in three cases and was essentially […]
Roth IRA Conversions: Is Now the Right Time?
Roth conversions can provide long-term tax advantages, diversify retirement income sources, and create flexibility for future withdrawals. 👉 Learn more here. Questions? Give us a call! #RothConversions #FinancialPlanning #WealthManagement
Financial Graphic: Estate Planning Awareness Month: Why Everyone Needs an Estate Plan
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect loved ones & their financial future. ✅ Honor your wishes ✅ Protect assets ✅ Provide clarity for family A well-structured plan = peace of mind today, security tomorrow. Discipline Wealth Solutions is an investment adviser registered with the Securities and Exchange […]
Financial Graphic: Medicare Planning—What to Know Before Open Enrollment
Medicare Open Enrollment Starts October 15th Now is the time to review your coverage, compare options, and prepare for changes. Getting ahead ensures your healthcare plan fits both your health needs and your retirement goals. Questions? Give us a call! #Medicare #FinancialAdvisor #WealthManagement Discipline Wealth Solutions is an investment adviser registered with the Securities […]
Financial Graphic: Back-to-Business Planning for Entrepreneurs: Preparing for a Strong Q4
As we head into the final quarter of the year, now is the time to review your income, expenses, and projections. Proactively addressing cash flow helps you cover potential shortfalls, plan for taxes, and allocate resources for growth. 💼 For business owners and the self-employed: don’t overlook retirement contributions. SEP IRAs and Solo 401(k)s provide […]