Sentinel Advisory Group

As the year draws to a close, don't let critical deadlines slip through your fingers. From retirement contributions to mandatory withdrawals, there are many year-end finance tasks to remember. Here’s how to stay on top of deadlines and avoid penalties: https://buff.ly/34u2VcL #yearendplanning

At Sentinel Advisory Group, we’re proud to dedicate part of our holiday season to giving back. This year, we’re helping spread joy by purchasing gifts for the Family Support and Resource Center of Dane County. It’s a small way to make a big difference in our community. We are wishing everyone a season of generosity and goodwill! Want to learn more about the good they do? Check out their website: https://fsrcdane.org/ Brent Cashore, RICP® Karly Costanzo, CFP®, RICP®, WMCP® Peter Shulla Kelsee Cashore, RICP® Natalie Gardina Natalie Burgess, CLF

As we are on the cusp of a new year and the inauguration of a new administration, one of the topics on the minds of many Americans is what happens with the Tax Cuts and Jobs Act when it expires in 2025. We wanted to share a resource that sheds light on the potential changes that have been proposed for the TCJA and the likelihood of the implementation of those changes from the perspective of one of the financial planning experts at Kitces.

Reminder: Open Enrollment ends this Saturday, the 7th! Don’t miss your chance to review and update your coverage for the upcoming year. Make sure you’re prepared with the best plan to meet your needs!

Happy Thanksgiving! We are incredibly grateful for our fantastic team, our families' support, and our clients' trust. We hope everyone is enjoying a day spent with their loved ones. Thank you for being a part of our journey. #SentinelAdvisoryGroup #Gratitude

How can you retire happily? While many retirees focus on maximizing leisure time, a strong sense of purpose is just as crucial to finding fulfillment. Discover how to design a retirement that blends joy and contributions to society. https://buff.ly/405Kx7g #SentinelAdvisorGroup #Retirement

Many retirees worry about outliving their savings, but there are innovative strategies to protect your nest egg from market downturns. Learn how to create a retirement income that lasts with four actionable strategies. #SentinelAdvisorGroup #Retirement #SecureYourRetirement

Honoring all who have served this Veterans Day. We are grateful for your courage, sacrifice, and dedication to our country. Thank you for your service. #HappyVeteransDay #Veterans

This week, we celebrate Nathan Keeling, CFP®, ChFC, RICP's two special milestones - his birthday and 10-year work anniversary. Our team appreciates the dedication, commitment, and leadership you bring to the team. Wishing you another year of success, growth, and unforgettable memories. #SentinelAdvisoryGroup #WorkAnniversary #WorkMilestone

Are you prepared for a dip in your savings returns? As the Federal Reserve cuts interest rates, experts warn not to risk your emergency fund by chasing higher yields. Learn how to protect your financial safety net and keep your money easily accessible.