Darin Shebesta, CFP®, AIF®, CAP®
@drshebestaCFP | NexGen | FPA | HOBY | Scottsdale Leadership | Giving While Living | Making a Difference | Go Devils | Coach https://t.co/IcTNGzd1bm
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If you're passionate about conservation, it's worth exploring how your philanthropy can support the efforts of zoos and aquarium. #conservation #givingwhileliving #putyourmoneywhereyourvaluesare raymondjamesconnect.com/t-4Ur9
The Federal Open Market Committee concluded its November 6-7 meeting with a 0.25% reduction to the federal funds rate as the Federal Reserve continues to shift its policy to support employment conditions and economic growth. #ratecut #FOMC #fomo raymondjamesconnect.com/tG3-1o
Nearly 68 million Americans will see a 2.5% increase in their Social Security benefits beginning in January of 2025. Learn more here. #socialsecurityincrease #cola #boostyourbenefit raymondjamesconnect.com/tiQ13y
Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally: #righttimetoretire #ageisjustanumber #retireright raymondjamesconnect.com/tzbJg9
Starting early, using age-appropriate lessons and gamifying financial topics can empower kids to become confident, financially responsible adults. Learn how to foster healthy habits that last a lifetime. #getliterate #educate #investinyourself raymondjamesconnect.com/tm3WXG
The much-anticipated rate cut announcement came on September 18, at the conclusion of the two-day FOMC meeting. The rate cut lowers the federal funds target range to 4.75%-5.00%, and excluding COVID-era cuts, is the largest reduction by the Fed since 2008. raymondjamesconnect.com/t5wE_X
Age is just a number, but it matters when it comes to retirement. Here's how you can prepare financially and emotionally: #righttime #offintothesunset #readysetgo raymondjamesconnect.com/t2Mb5o
Should you file a tax return even if you don't have to? Here are a few things to think about: #taxfiling #forbes #keepcalmandfileon raymondjamesconnect.com/tyFzfe
The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning. #yearendplanning #lesstaxesmoreinpocket #checklist raymondjamesconnect.com/tykDZ0
Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals. #teamplayer #delegate #collaborate #bettertogether raymondjamesconnect.com/tpeKWO
Giving offers a sense of fulfillment, but how can you maximize your giving for the long term? Learn more about the different types of endowments and how they can help you make a lasting impact. #maximumgiving #endowyourfunds #longtermgiving raymondjamesconnect.com/tsQbos
Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income. #incomeisking #decumulation #longlivemoney raymondjamesconnect.com/tMN6Q9
With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover five popular savings vehicles that can help fund education for your loved ones. #savingforcollege #creativecollegesaving #investinyourself raymondjamesconnect.com/t7wHgK
Debt can seem like something you should have as little of as possible, but for the savvy investor it can also be a tool for creating and preserving wealth. Find out how. #smartdebt #enlightenedleverage raymondjamesconnect.com/tp6zXc
The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today. #givingwhileliving #theartofgiving raymondjamesconnect.com/tN0-DM
Washington Policy Analyst Ed Mills highlights two important policy issues that face the winner when they take office in 2025. #impactofelection #marketswinwhoeverisin raymondjamesconnect.com/tTq8Iz
As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them. #avoidthescam #besmart #antennasup raymondjamesconnect.com/tZiadj
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025. #politicalupdate #upcomingelection raymondjamesconnect.com/tpx6Wq
Demographic trends pose challenges for Social Security, and its reserves are projected to deplete by 2035. Without intervention, future retirees may face reduced benefits by an estimated 23%. Learn more about Congress's potential solutions. #sssolutions raymondjamesconnect.com/tg2rK4
The tax space for retirees might look a little different than you think. To maximize efficiency and prepare for the transition, it's important to consider the tax implications of your particular situation with the following in mind: #taxtailoring raymondjamesconnect.com/tSP4EF
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