Montis Financial

Happy New Year! As we step into 2025, it’s the perfect time to set your financial goals for the year ahead. Whether you’re saving for retirement, planning investments, or focusing on building long-term wealth, clarity and strategy are essential. Start by reviewing your current financial plan and identifying areas where adjustments may be needed. Our team at Montis Financial is ready to help you make 2025 a year of financial growth and peace of mind. Reach out today to start planning for your future! #FinancialPlanning #WealthManagement #NewYearNewGoals

The holiday season is a time for reflection and gratitude. At Montis Financial, we are deeply grateful for the trust our clients place in us and the opportunity to help you achieve your financial goals. Your success inspires everything we do. From all of us at Montis Financial, we wish you a holiday season filled with joy, peace, and cherished moments with your loved ones. #HolidayGratitude #MontisFinancial #Thankful

Planning your holiday giving? Ensure your generosity aligns with your financial goals. Here are three tips to consider for gifting wisely this season: 1. Explore gifting appreciated stock, which may offer potential tax advantages. 2. Leverage the annual gift tax exclusion ($18,000 per individual in 2024) to maximize your giving within current tax limits. 3. Make contributions to a 529 plan as a thoughtful, long-term gift for your loved ones’ future education. At Montis Financial, we provide guidance to help you make informed financial decisions that align with your goals. Contact us today to discuss your year-end planning and giving strategies. #SmartGifting #WealthManagement #MontisFinancial

The clock is ticking on your 2024 tax planning! Don’t miss these important opportunities: • Make last-minute charitable donations to potentially lower your taxable income. • Review and complete required minimum distributions (RMDs) for retirement accounts. • Consider Roth IRA conversions, which may help optimize taxes under certain conditions. At Montis Financial, we can guide you through year-end strategies to help you prepare for 2025. Contact us today to learn more about building a tax-efficient plan tailored to your financial goals. #TaxPlanning #YearEndTaxTips #MontisFinancial

As we approach Thanksgiving, we’re grateful for our clients, team, and community. It’s our privilege to work alongside you, helping you achieve financial peace of mind. Thank you for allowing us to be part of your journey. From our team to you, Happy Thanksgiving! #Thanksgiving #Grateful #ClientAppreciation #FinancialPeace

It’s International Fraud Awareness Week, a global initiative by the Association of Certified Fraud Examiners to combat fraud through education and awareness. The best defense against fraud is prevention—explore these resources to protect your assets: https://lnkd.in/dDKAYAW #FraudAwareness #AssetProtection #FinancialPlanning

November is National Entrepreneurship Month! We’re celebrating the visionary entrepreneurs who drive innovation and take risks to build something meaningful. We’re especially grateful for our entrepreneurial clients, whose courage and determination inspire us every day. Running a business takes more than passion—it requires a solid financial plan. At Montis, we provide the financial solutions to support your journey, from managing cash flow to planning for growth. #Entrepreneurship #FinancialPlanning #BusinessGrowth

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Today, the Montis Financial team joined forces with HEALTHY WALTHAM, to support their mission of improving the health and well-being of our neighbors. From unloading food donations to organizing supplies, our team members were proud to volunteer and make a positive impact here in the Waltham community. Thank you, Healthy Waltham, for the important work you do every day! We’re grateful for the opportunity to give back and be part of a community that cares. #MontisCares #HealthyWaltham #CommunitySupport #GivingBack

The Montis Financial Team is expanding! We are looking to add a talented Financial Advisor who will work directly with Senior Financial Advisors to provide comprehensive financial planning and wealth management to high-net-worth individuals and families. If you or anyone in your network is looking to join a growing team please inquire via info@montisfinancial.com to learn more about the opportunity!