Artemis Financial Advisors, LLC

We are excited to share the news that we have joined Beacon Pointe Advisors! For future news and updates from our team, please like/follow Beacon Pointe Advisors.

Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") introduces its latest acquisitions of Artemis Financial Advisors ("Artemis") based in Boston, MA, and...

Business tax deadlines are right around the corner!

If you are a business owner, your tax filing deadlines are:

✅ April 15th for C corporations
✅ March 15th for S corporations and partnerships for calendar-year businesses. Fiscal year businesses need to file by the 15th day of the third month following the close of your tax year.

Given this is the month of love, I wanted to take this opportunity to address a common financial question that couples have: "Do we need a joint bank account?"

Every relationship is unique, so decisions like these are deeply personal, but there are some considerations that may help you make this decision.

Swipe through to read a few key advantages and disadvantages of shared bank accounts ➡️ And feel free to share this information with any people in your life planning their own “I Do”s ❤️

The financial landscape has evolved quickly in the last couple years. One change has been a remarkable surge in annuities.

Wondering if an annuity could be right for you? Swipe through to learn more about two common types of annuities ➡️

Student loan interest rates rise again!

Interest rates on federal student loans increased for the 2023-2024 school year and now stand at their highest levels in more than a decade. Since 2020-21 alone, rates on undergrad loans have doubled from 2.75% to 5.5%, while parents have seen rates jump from 5.3% to 8.05%. These rates remain in effect for the life of the loan. Higher loan rates translate into higher monthly payments after college, when newly minted graduates can least afford them.

Have you reviewed your retirement plan beneficiaries lately? You can avoid unintended consequences by updating beneficiary designations of your 401(k), 403(b), annuity, pension, and IRAs to account for life changes such as marriage, divorce or the death of a spouse or listed beneficiary. While you’re at it, review the beneficiaries listed in your will and taxable accounts! www.artemisadvisors.com

January featured mixed inflation data, strong jobs growth, and a Fed cautioning against rate cuts in March. Swipe to see an overview of the key developments set to impact Americans in the month ahead ➡️

📢 Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting provisions in the Tax Cuts and Jobs Act (TCJA).

Though 2026 might feel like it's in the distant future, it's crucial to start planning now. These changes are significant, and even if Congress ultimately steps in to tweak or extend the current rules, preparing now is key.

Swipe through for the details on how this could affect you ↩️ Have questions? Let me know.

2023 was quite the year for the U.S. financial markets! Here's a little recap I put together of last year’s key developments and an outlook of what may be to come in 2024.

Swipe through to learn more ➡️ and spread the knowledge by sharing this post with your network.