Folsom Wealth Advisors

Tax Planning Doesn’t Happen by Accident 😋 If you’re saving for financial goals in 2025 but ignoring your taxes, it’s like you’re pouring water into a bucket with a hole! Consider the following: ✅ Tax-Sheltered investing in accounts such as a 401(k), HSA, or 529 plan ✅ Tax deductions such as qualified retirement plan contributions ✅ Charitable giving with appreciated stock ✅ Tax loss harvesting in your non-qualified investment accounts Tax planning is a year-round activity. If you wait until the end of the year, you’re already sleeping on the job 🐶 If your tax filer doesn’t provide proactive tax planning, please consider hiring a financial planner that does. Schedule a complimentary meeting to learn more >> https://lnkd.in/gNSn2_Nb

I want to take a moment to express my gratitude as we close out our first calendar year at Folsom Wealth Advisors! 🙏 This year we hosted nearly 100 client meetings in which we helped households make progress towards their financial goals and gain peace of mind about money. 🥰 We created personalized financial plans, reviewed tax returns and set up spending plans for clients. We’re proud of this impact and excited to continue expanding this work in the new year! 🚀 I hope this holiday season brings peace, happiness, and good health to you and your loved ones❤️ Thank you for being part of Folsom Wealth Advisors’ friends and family! PS: Sharing a greeting from my family to yours

Are you leaving money in your checking account at risk for fraud? You may miss the window to report fraud if you don't regularly review your transactions, or hold all your cash in a checking account. Here are two simple ways to protect your cash: 1️⃣ Keep only what you need in checking and move the rest to savings. 2️⃣ Make it a habit to review your bank transactions regularly. Small actions today can save you big headaches tomorrow. If you're putting off financial management, here's your reminder 🤓

I’m very grateful to be part of this project showcasing women in finance! ❤️ A huge thank you to Jaime Borschuk for capturing such beautiful images and for creating a warm, supportive environment during our session. It’s incredible to collaborate with talented women who uplift and inspire one another. As a female financial planner, I’m passionate about sharing financial strategies to teach others about money. This empowers them to feel confident in their financial decisions so they can live their lives with peace of mind. It's rewarding to connect with like-minded women in our field. Let’s continue to support each other! 👏 #WomenInFinance #Collaboration #Gratitude

Last week was inspiring, thanks to the innovative planners and thought leaders in XYPN! Nearly a year into my entrepreneurial journey, I’ve experienced both proud moments and humbling lessons. This group of amazing planners exposed me to new ideas for life-changing client service, and visions of the impact we can have as financial planners. I’m excited to keep building and innovating on this service we bring to the world, and grateful for this opportunity to serve🚀❤️ P.S. this is my XYPN launch group, each of these women care so deeply about their clients and work, I’m grateful to have this community Carlie Ransom, CFP®, AIF®, Sylvie Scowcroft, Stacy Miller, CFP®, MBA, Emily Maretsky, Cathleen Tobin, CFP®

Did you know a Roth IRA is an excellent savings tool, not just for your own future, but for your children as well?🤔 - A Roth IRA provides tax-free investment growth. - If you pass your Roth IRA to your child, they can withdraw the funds tax-free. - If your children have earned income you can set up a Roth IRA for them. - By investing in a Roth IRA, you're essentially prepaying your children’s future income tax bills—which is especially wise if you expect tax rates to go up. Learn more about this crucial topic by joining our free webinar tomorrow at 11 AM PT. 🔗https://lnkd.in/gD_tACiM #investingforkids #taxsavingstrategies #financialplanning

🚨Free webinar: Building Generational Wealth Near and dear to my heart is the topic of Building Generational Wealth. In partnership with Mezzi, I’m excited to host this upcoming webinar where we’ll present strategies to provide a lasting legacy to your children, grandchildren, and future generations. ❤️As one attendee shared, "I wish I had this roadmap and information earlier in my career." 🏡In this webinar, we’ll address the key risks to preserving wealth across generations, including market volatility, taxation, and behavioral challenges like overconsumption. We'll also explore strategies to mitigate these risks, helping you break negative cycles and promote financial responsibility and well-being within your family. This webinar aims to promote financial literacy and empower families to leave a lasting legacy. We hope you can make it! #financialliteracy #empowering #financialplanning

🚨Free webinar: Building Generational Wealth Near and dear to my heart is the topic of Building Generational Wealth. In partnership with Mezzi, I’m excited to host this upcoming webinar where we’ll present strategies to provide a lasting legacy to your children, grandchildren, and future generations. ❤️As one attendee shared, "I wish I had this roadmap and information earlier in my career." 🏡In this webinar, we’ll address the key risks to preserving wealth across generations, including market volatility, taxation, and behavioral challenges like overconsumption. We'll also explore strategies to mitigate these risks, helping you break negative cycles and promote financial responsibility and well-being within your family. This webinar aims to promote financial literacy and empower families to leave a lasting legacy. We hope you can make it! #financialliteracy #empowering #financialplanning

Just as consistent weight training builds strength, regularly reviewing your financial goals ensures you stay on a clear path toward your long-term objectives. By periodically revisiting your goals, you can uncover new opportunities for growth and savings that come with life’s changes. That’s why a planning-first approach is key—identify your goals, align your actions, and move forward with intent. If you skip the goal-planning step and focus only on investing, you miss the bigger picture. It’s like your friend in the gym skipping leg day😉 #personalfinance #goalsetting #weighttraining #goldenretriever

Life is funny. Yesterday I was scanning in client documents. As I was removing staples and figuring out paper jams, I couldn’t help but laugh that this was my first job in a financial planning office all the way back in 2008, and after 16 years I’ve come full circle. In this time, I learned a lot about tax planning and specialized financial strategies, obtained my CFP®️ certification, joined an early stage tech company, and founded my own financial planning firm. And yesterday I was doing the same job I did on my very first day in this career 16 years ago😂 As a solo practice, you perform every aspect of the job. It’s challenging at times but also very rewarding, and I am so grateful for this experience❤️ #gratitude #careergrowth #humble