Price Wealth Management, LLC

We wish you and your family nothing but the best this Thanksgiving and throughout the holiday season.

Happy Thanksgiving! We're thankful for you.       We wanted to take a moment to let you know how thankful we are to have clients like you. We wish you and your family nothing but the best this Thanksgiving and throughout

Inflation is showing up everywhere, and consumers are frustrated. But there is an excellent investment for this inflationary environment. It’s I Savings Bonds and they are available through the United States Treasury. Click the link to access a step-by-step purchase guide. https://1drv.ms/b/s!AgnefoKhOZ6LcMdBZPHjwEcCgcw?e=rKYS0m

Happy New Year!!!🥳

Peace and Joy to you and yours .
Merry Christmas!

Building a successful business is hard, really hard. After years of sleepless nights and constant pressure and accomplishing what 8/10 of business owners can’t, you’ve created a profitable, lasting business. You may enjoy the fruits of these labors for years.
But what next? https://conta.cc/3DcqzZi

Business Succession: How to Transfer Ownership - Price Wealth Management Building a successful business is hard, really hard. After years of sleepless nights and constant pressure and accomplishing what 8/10 of business owners can’t, you’ve created a profitable, lasting business. You may enjoy the fruits of these labors for years. But what next?

“Now is a good time to review your investment portfolio and your overall financial plans to ensure you’re doing all you can to maximize your savings and reduce your tax bill. If you wait until after the holidays to reassess your finances, you could miss out on opportunities that disappear at year end. Here are five end-of-year tax-smart portfolio tips to consider implementing right now… ” -- Charles Schwab https://conta.cc/3DbRW62

Year-End Portfolio Checkup: 5 Tax-Smart Tips The end of the year is a great time for a portfolio review—and to evaluate your overall approach to saving and investing. Consider these five tax-smart steps now.

Donate today, pay less in April. Charitable giving is one of the surest ways to create a win-win with your wealth.
Not only does the charity benefit, but taxpayers enjoy savings on contributions that would otherwise be going to the government. https://conta.cc/3d9TBhO

Tax-Deductible Charitable Giving - Price Wealth Management Donate today, pay less in April. Charitable giving is one of the surest ways to create a win-win with your wealth. Not only does the charity benefit, but taxpayers enjoy savings on contributions that would otherwise be going to the government.

“When you’re living off your savings, unexpected expenses can undo years of diligent planning. “Withdrawing an extra $10,000 for a new roof might not seem like much in the grand scheme of things, but it can really derail your plan—especially since those funds are no longer at work in the market,” says Rob Williams, managing director of financial planning at the Schwab Center for Financial Research.” -- Charles Schwab https://conta.cc/3Dc4r1l

5 Surprise Retirement Expenses These unexpected expenses can derail your retirement. Here’s how to get ahead of them.

Each month, we send out an email newsletter with timely market insights, educational articles on financial topics, and invitations to our events. To receive our emails, subscribe now at the link here: https://conta.cc/3Dj1MTz

Wishing you a warm and wonderful Hanukkah filled with love and laughs. May you be blessed with gifts of Love, Peace & Happiness
HANUKKAH SAMEACH