Welcome to Connect Wealth!
After nearly a year of preparation, today we officially launch our new name and new look. We are excited to be celebrating this milestone and to begin this new phase of our journey together with you!
At Connect Wealth we:
Connecting with our clients is our passion. If you have any questions or would like to contact us, we would love to hear from you!
Financial Difference Makers…
How can I build wealth? How can I save enough for retirement?
As a financial planner I hear these types of questions on a regular basis. People in general want to know, what is the secret to success?
I find that I like to look at clients that we have that are already in retirement to see the traits that have led to their financial success. We can learn a lot from our history, and I find it interesting to hear about people’s lives. Read more
Charitable gifting is about to change. As you may know, currently you can donate cash and receive preferential tax treatment. For every dollar you donate over $200 you would get a tax deduction of $0.437. In 2006, the benefits of donating stocks in-kind became substantial because if you donate the stock in-kind to a charity the capital gains of that stock become non-taxable to you but you still receive the full charitable tax deduction.
Projected to come into effect in 2017, the donation of Real Estate profits and profits from the sale of private companies will receive the same tax benefit that are currently available to public shares. This change could be a game changer for tax planning, strategic gifting and estate planning.
So how does this work? Read more
If you’ve ever gone through the process of researching a new car, you’ve likely considered your options: should I buy or should I lease? Although there are many working parts to both scenarios, it really comes down to personal preference and current situation. Recently I went through this same decision process last fall when we were looking for our next car. How did we make our choice? Let’s first take a deeper look into the main differences between buying versus leasing. Read more
Dynamic Duo Joins the Dream Team