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Money Managers, Inc.
Did you know that over 85% of employees expect a retirement plan from their employer? In today’s job market, top talent is looking for more than just a paycheck — they are looking for long-term financial security and benefits for their future. Swipe to learn more.
If you’re wondering where to start with your 401(k) offerings or whether your current plan still meets your needs, we’re here to help. Give us a call today.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Have you ever heard the term ADR and wondered what it is? American Depositary Receipts allow U.S. investors to buy shares in foreign companies without navigating overseas stock exchanges. Swipe through to learn more.
Curious if ADRs align with your financial goals or have other wealth management questions or needs? Give us a call anytime.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Offering a 401(k) isn’t just for big businesses anymore. Thanks to tax incentives under SECURE 2.0, small business owners have more reasons than ever to consider starting a retirement plan.
Here’s why now is a smart time to act:
✅Up to $5,000/year in tax credits for new plan startup costs
✅Additional credits up to $1,000 per employee for employer contributions
✅Auto-enrollment is now standard and proven to increase participation
✅Plan costs and contributions are tax-deductible
✅A well-structured 401(k) can help you attract and retain top talent in a competitive hiring market.
Not sure where to start? Let’s talk about your options. Give us a call anytime.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.
It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.
Please note that our office is closed on November 11th in observance of the holiday. We’ll be back on Wednesday, November 12th, ready to respond to any messages received during our absence.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Halloween is here — and for many parents and caregivers, it’s the spookiest day of the year (and not because of ghosts!).
Combine:
🧃 12 parts sugar
⚡ 4 parts overexcitement
😅 2 parts “I AM calm!”
Mix it all together, and you’ve got one powerful Halloween brew. The good news? The spell breaks at midnight, and the family memories last forever.
Wishing all caregivers a magical, sugar-filled day … and maybe a secret candy stash just for you.
Happy Halloween from our team!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Spooky season is here! Whether you’re trick-or-treating with little goblins, hosting a movie night, or handing out candy to your neighborhood crew, we hope your Halloween is filled with fun — and just the right amount of fright.
Wishing you a safe and happy Halloween!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Don’t forget to fall back this weekend!
Daylight Saving Time ends this Sunday, November 2nd, so be sure to turn any non-self-setting clocks back one hour before bed on Saturday night.
While you're at it, it’s a smart time to check off a few other seasonal to-dos:
✅ Replace the batteries in your smoke detectors.
✅ Adjust your thermostat for cooler evenings.
✅ Double-check your security lights or timers.
A few simple steps now can help keep your home safe and comfortable as we head into the holiday season. As always, if there’s anything we can do for you, just let us know!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Nearly 70% of adults age 65 and older will require some form of long-term care during their lifetime. And without a plan, the costs can add up fast. This National Long-Term Care Month is the perfect time to consider how you’ll manage future care needs. Swipe for a few strategies to keep in mind.
Want to explore which strategy is right for you? Contact our team. We’re here to help.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
Looking beyond stocks and bonds? For high-net-worth investors, private equity and other alternative investments can offer powerful ways to diversify a portfolio while managing risk. Swipe through for more on how these complex assets can fit into a diversified strategy.
Have questions or considering adding these to your portfolio? Contact us today. We’re here to help navigate your options.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Money Managers, Inc.
As we enter October, it’s a great time to pause and reflect on the power of small beginnings. Whether mapping out next year's goals or wrapping up this year’s milestones, remember that even the smallest step can lead to meaningful progress. Momentum often starts with a single decision, a quiet conversation, or a chance to say yes to something new.
Let’s keep moving forward — one step, one win at a time. And if there’s any way we can support you along the way, reach out!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm