October 06, 2025
Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
September 29, 2025
Holowinski Wealth Advisory Group | Syracuse, NY | Financial Advisors | Janney
"A good Financial Plan is a Road Map that shows us exactly how the choices we make today with affect our future."
- Alexa Von Tobel
The Years are Flying By... please don't make the mistake of not taking the time to see into what direction you are currently heading...
Build a Financial Plan! Your future self will be grateful.
#investing #goals #future #retirement #wisdom #family
www.holowinskiwealthadvisorygroup.com
September 19, 2025
Now that the Fed cut rates, should you refinance? Experts weigh in
The Fed's long-awaited rate cut could bring some borrowing costs down, which may be good news for consumers hoping to refinance.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 18, 2025
Understanding Retirement Risks You Can & Cannot Control
Are you prepared for what retirement may throw your way?
From spending habits and savings goals to market volatility and inflation, this article breaks down retirement risks into two categories.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/04/28/understanding-retirement-risks-you-can-cannot-control
August 07, 2025
Emergency funds are a 'security blanket' for 401(k) savings, Vanguard researcher says. Here's why
"“Emergency savings protect retirement savings,” Greig said."
"Ideally, households would set aside enough money to cover three to six months of expenses (like a mortgage and groceries) in an emergency fund, said Carolyn McClanahan, a certified financial planner based in Jacksonville, Florida, and a member of CNBC’s Financial Advisor Council."
#investing #financialplanning #retirement #goals
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 25, 2025
Taking Inventory
Getting Your Financial House in Order...
#investing #financialplanning #goals #retirement
www.holowinskiwealthadvisorygroup.com
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 30, 2025
Perseverance. Having in there. We're all in this together...
#goals #investing #financialplanning #life
June 26, 2025
Bring Stability and Possibility to Your Life
You have financial goals. Do you have a plan to get there?
A thoughtful plan can help you navigate uncertainty, reach that milestone moment, and make confident financial decisions throughout your life.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/15/financial-planning--bringing-stability-and-possibility-to-your-life
June 13, 2025
When it comes to saving, Gen Z asks: 'What’s the point?' That's dangerous, expert says
"But your late teens and early 20s is arguably the best time for young people to develop healthy financial habits: Starting to invest now, even a little bit, will yield ample benefits via decades of compound interest, experts said."
#money #investing #goals #mindset #financialplanning
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 30, 2025
Financial Planning Friday...
"Don't wait until you're in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have."
#retirement #investing #goals #financialplanning
May 23, 2025
Holowinski Wealth Advisory Group | Syracuse, NY | Financial Advisors | Janney
"Procrastination is The Biggest Enemy of Solid Financial Planning."
- Roy Weisert
#goals #financialplanning #investing #retirement
May 14, 2025
What Is a Financial Wellness Plan?
Are you doing the right things to get you to where you want to go or do you have no idea in what direction you are heading?
#investing #retirement #goals #financialplan
May 07, 2025
Holowinski Wealth Advisory Group | Syracuse, NY | Financial Advisors | Janney
If you have no idea exactly where you stand financially, and in what year you might be able to retire, with a high level of confidence, as you look into the future, then you are an ideal candidate to Build a Financial Plan now...
If you seek greater clarity, and less anxiety regarding the unknown, and what the future might hold for you, then you are an ideal candidate to Build a Financial Plan now...
Building a Financial Plan enlightens us and gives us great clarity, and most importantly, a Road Map so we know what we need to do going forward, to get to where we want to go eventually.
Don't Delay. Take Action.
#investing #goals #financialplanning #retirement
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