Arundel Federal Savings Bank’s Post

Summer can be busy but not too busy to save. Open a 529 savings account to make sure your summer plans include saving for your student's education. Learn more here. https://amcen.co/3VSRyG6

For many, the arrival of college admittance letters marks a pivotal moment in their lives, but it can also be stressful, especially if your dream school comes with a hefty price tag. As financial advisors, we understand the weight of this decision, so we recently published our guidance to help you navigate the process. Please read it, share it, and be sure to reach out with any questions. https://lnkd.in/eZHW8jki

Here’s the picture: fewer people in the middle class and more people in the working poor, but there is more money and more opportunity to access that upper income than ever before. So how do we change this image? 🤔 By teaching people HOW to use the current system to their advantage.

MLK Jr. left us with many important lessons, including such topics as fiscal responsibility to estate planning to the value of education. Read our latest article for four financial examples from his life. https://hubs.la/Q02gkKhp0

As the Tax Cuts and Jobs Act of 2017 transfer-tax provisions near expiration in 2025, affluent individuals face a ticking clock. Acting now could mean securing significant tax advantages before it's too late. Even if exemptions are extended, the benefits of early action are undeniable. In his recent blog, Bill Bell, VP of Advanced Sales, discusses the time and complexities involved in planning for affluent individuals and shares some examples of how procrastination can often lead to less than desirable outcomes. Don’t wait-read and download the full article here and pass it along to your valued partners and clients. 

MLK Jr. left us with many important lessons, including such topics as fiscal responsibility to estate planning to the value of education. Read our latest article for four financial examples from his life. https://hubs.la/Q02gkGHL0

Plan for college and navigate the different savings options.

New blog from Bill Bell, our VP of Advanced Sales, explaining why high net worth (or even moderate net worth) clients may want to do estate planning sooner rather than later, with the Sunset of the Tax Cuts and Jobs Act approaching. What are you discussing with clients about this, what are you hearing about the sunset?

It's not too late to resume your academic journey 🎓 HornetAttain! helps working-age adults who left Sacramento State before graduating, return to complete their degree. Our adult-friendly advisors understand the challenge of balancing work, family, and financial obligations. They provide one-on-one guidance and support to help you return to Sac State and achieve your personal and professional goals. Learn more: https://ow.ly/hWEq50QXgZ4