Jenny Beach, CFP®, CPWA®

Happy 529 Day! 🎓 Did you know the benefits of a 529 College Savings Plan? Here are some key advantages to consider: 🌟 Contributions are tax-deductible in select states (like Wisconsin) 🌟 Earnings grow tax-deferred 🌟 Withdrawals are tax-free if used for qualified education expenses 🌟 Very low contribution minimums 🌟 Unused funds can be rolled over TAX-FREE to a Roth IRA for the beneficiary Interested in learning more about 529 plans or setting one up for a family member? Reach out today! 📚💰 #529Day #CollegeSavings #EducationPlanning

Happy 529 Day! 🎓 Did you know the benefits of a 529 College Savings Plan? Here are some key advantages to consider: 🌟 Contributions are tax-deductible in select states (like Wisconsin) 🌟 Earnings grow tax-deferred 🌟 Withdrawals are tax-free if used for qualified education expenses 🌟 Very low contribution minimums 🌟 Unused funds can be rolled over TAX-FREE to a Roth IRA for the beneficiary Interested in learning more about 529 plans or setting one up for a family member? Reach out today! 📚💰 #529Day #CollegeSavings #EducationPlanning

Wondering if a trust makes sense for your long-term financial plans? In our latest Wealth Strategies webinar, two Baird Trust strategists explain how you can put a trust to work for you and your family. https://lnkd.in/gxc8vCMQ

Have you checked your 401(k) so far this year? It may be time for a review. Together, we can make sure that your investments are on track to help you reach your financial goals.

Managing personal finances can be costly — both financially and emotionally. Our Plante Moran Wealth Management team shares 5 reasons to consider working with a professional financial advisor to help you reach your financial goals. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3yfWHyq

The primary purpose of life insurance is to cover the financial needs of loved ones after you’re gone. How much is enough for your family? This guide from Baird can help. The amount of life insurance that is offered to us can be so large that the numbers become unreal: $1 million? $2 million? Is there any amount that could be considered enough? #thegodfreymazurekgroup #financialplanning #wealthmanagement #investing #retirementplanning https://lnkd.in/gAnG6Srd

As U.S. markets are expected to experience stronger earnings growth compared to international markets, investors might benefit from favoring U.S. stocks in their portfolios. Read what our experts have to say. #economy #investors

Managing personal finances can be costly — both financially and emotionally. Our Plante Moran Wealth Management team shares 5 reasons to consider working with a professional financial advisor to help you reach your financial goals. Read here. #wealthmanagement #financialadvisor #financialplanning https://bit.ly/3UFVIz7

Benjamin Franklin once said that "If you fail to plan, you are planning to fail!". This quote is timeless, and it underscores the value of thoughtful preparation. Here are some key benefits of having a financial plan: 1. Goal Setting: Financial planning helps you set clear objectives, whether it's saving for retirement, buying a home, or funding your child's education. 2. Budgeting: It improves your ability to manage money by creating a budget and tracking expenses. 3. Emergency Preparedness: A financial plan includes provisions for emergencies, ensuring you're ready for unexpected events. 4. Risk Management: It helps you understand your risk tolerance and make informed investment decisions. 5. Retirement Comfort: Planning ensures a comfortable retirement by building a nest egg. 6. Estate Planning: It allows you to organize your assets and plan for the future. I would welcome the opportunity to discuss how I can assist you further!

While rising interest rates can be a short-term headwind, higher yields translate to a better long-term return outlook for bond investors. Read our expert analysis.

While rising interest rates can be a short-term headwind, higher yields translate to a better long-term return outlook for bond investors. Read our expert analysis.

While rising interest rates can be a short-term headwind, higher yields translate to a better long-term return outlook for bond investors. Read our expert analysis.

While rising interest rates can be a short-term headwind, higher yields translate to a better long-term return outlook for bond investors. Read our expert analysis.

In this video update we explain why bond yields have gravitated higher this year and what this might mean for fixed income investors. If you'd like to review your fixed income portfolio, let's chat.

As U.S. markets are expected to experience stronger earnings growth compared to international markets, investors might benefit from favoring U.S. stocks in their portfolios. Read what our experts have to say. #economy #investors