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When it comes to employee benefits, the disconnect between what employees need and what employers offer can be stark. In fact, a survey found that 86% of employers think their benefits are modern, yet only 59% of employees agree. Swipe through to learn more.
Give us a call today to explore how we can help create a strategy that meets the needs of your team and your business goals.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Over turkey and pie, the big questions always seem to come out — and as financial advisors, many of the ones we hear are about money. Today, we’re “talking turkey” and sharing five key financial concepts that we often find ourselves discussing around the Thanksgiving table.
Swipe for more information, and as always, reach out with any questions or needs. Wishing you and yours a wonderful Thanksgiving season!
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Looking for a meaningful way to give back? Charitable giving through life insurance allows you to support causes you care about, while potentially receiving tax benefits and preserving other assets for your loved ones. Swipe to learn more.
Want to review your current policy or discuss how this strategy could work for you? Give us a call today.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
Financial stress doesn’t stay at home; it can show up at work through distraction, burnout, and turnover. The good news? Employers who invest in financial wellness benefits are seeing real, measurable returns. Swipe to learn more.
Call us today to see how we can help you incorporate financial wellness into your business’s benefits package.
Money ManagerS, Inc.
A Financial Planning & Tax Accounting Firm
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
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
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
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
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
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
