Aspen Wealth Management

Wishing you a Happy New Year from all of us at Aspen Wealth Management! As we welcome this new chapter, it might be the perfect time to rethink your financial goals. Start your planning journey with us—reach out today and see how we can support your financial aspirations.

The holidays aren't just for gift lists—they're also a great time to check off your financial tasks. From maxing out retirement contributions to strategic charitable giving, our latest episode of Purposeful Planning shares tips for finishing 2024 strong. Listen to more of our end-of-year tips here: https://lnkd.in/gvuk4MME #financialplanning

Plan for the TCJA Sunset! Heads up: Key provisions of the 2017 tax law expire in 2025. Estate tax exemptions could drop, impacting estates valued over $6 million. Now’s the time to review estate plans, boost annual gifting, and prepare for potential changes. Talk to your advisor to stay ahead! #estateplanning #financialadvisors

Season’s Greetings from all of us and our families at Aspen Wealth Management! We’re sending warm wishes for a joyous holiday season to our clients, partners, friends, and families. #HappyHolidays

We understand that financial planning for women may entail unique challenges and complexities. Recognizing the distinct economic landscape women navigate—single, widowed, or divorced—we strive to create tailored solutions that address immediate needs and future goals. With a nuanced approach that considers longer life expectancies, career gaps, and potential sudden-wealth events, we aim to empower women with the knowledge and strategies necessary for optimizing wealth and achieving financial clarity. https://lnkd.in/gn3wnsvB #financialplanning #financialadvisors

Gratitude can do more than brighten your day—it can transform your retirement. The Thanksgiving holiday may have recently passed, but our ability to be grateful should not pass with it. From better health to smarter financial decisions, being thankful has real benefits. In our recent article, we share some more benefits of being thankful and tips on practicing gratitude in your everyday life. Listen and read more here: https://lnkd.in/gaTdg_nV #gratitude #thankful

With the gift-giving season approaching, grandparents may find themselves navigating wish lists full of trendy items. This year, consider a gift that goes beyond the latest gadgets or fashions: the gift of financial wisdom. Check out our article for ideas on how to offer a financial boost while teaching valuable money lessons: https://lnkd.in/g-suDu-z #giftingstrategy #financialadvisors

As 2024 quickly draws to a close, it’s time for one more look at your to-do lists, especially with your finances. Our article lines up some important financial tasks and areas for attention, so you can head into the New Year at full stride. https://lnkd.in/gvuk4MME

Max Out Retirement Contributions! Before December 31, maximize your retirement savings! Contribute up to $22,500 to your 401(k) ($30,000 if you’re 50+) or $6,500 to an IRA ($7,500 if 50+). Not only do contributions grow tax-free, but traditional IRA deposits can lower taxable income. Check your deductibility limits with a tax pro. #retirementsavings #financialadvisors

Did you know there’s a clever way to give? While cash donations are common, donating appreciated securities like stocks or mutual funds can be a more tax-efficient option. This strategy helps you avoid capital gains taxes while amplifying your impact on the causes you care about. Watch the full webinar to learn how smart giving strategies can align with your financial goals. https://lnkd.in/gDuMeYTb #charitablegiving #taxplanning