New Retirement Changes for 2024
February 21, 2024 8:08 pm Comments Off on New Retirement Changes for 2024As we step into a new year, it’s essential to stay up to date on changes that could impact your... View Article
Author Archives for Ann E. Freeman
The Power of Integration: Simplifying Finances for a Stress-Free Future
February 21, 2024 8:07 pm Comments Off on The Power of Integration: Simplifying Finances for a Stress-Free Future“At the core of our mission is the commitment to streamline our clients’ lives through a diverse array of financial... View Article
The Federal Estate Tax Exemption: Navigating the Sunset in 2025
January 15, 2024 6:36 pm Comments Off on The Federal Estate Tax Exemption: Navigating the Sunset in 2025The existing limits on estate taxes are set to expire by the end of 2025 unless Congress intervenes. In such... View Article
How to Prepare for Tax Day 2024
January 9, 2024 7:19 pm Comments Off on How to Prepare for Tax Day 2024Most people only think about taxes during preparation season. But for those of us in the tax and accounting business,... View Article
Hope Holcer Named 2023 Recipient of “Grants For Gratitude” Program
December 11, 2023 1:40 pm Comments Off on Hope Holcer Named 2023 Recipient of “Grants For Gratitude” ProgramWymer Brownlee Wealth Strategies is excited to announce the winner of its sixth annual “Grants for Gratitude” program, awarding James... View Article
A Personal Perspective on Special Needs Financial Planning
December 11, 2023 1:35 pm Comments Off on A Personal Perspective on Special Needs Financial PlanningDid you know that raising a child from birth to 18 in a middle-class household can cost over $300,000?1 That’s... View Article
From Diapers to Diplomas: Financial Planning Tips for New Parents
November 15, 2023 6:12 pm Comments Off on From Diapers to Diplomas: Financial Planning Tips for New ParentsBecoming a new parent is an incredible journey, but let’s face it – it can be expensive! From my own... View Article
Integrated Financial Services is the Game Changer You Need
October 24, 2023 1:26 pm Comments Off on Integrated Financial Services is the Game Changer You NeedPicture your financial goals as the plays in a football game, where you’re the star player. Just like you have... View Article
Kyle Brownlee Named 2023 Metro’s Most Influential
October 11, 2023 4:05 pm Comments Off on Kyle Brownlee Named 2023 Metro’s Most InfluentialThe Metro’s Most Influential highlights those who take their leadership position and use it to mold, shape, inspire and propel... View Article
September 2023 Markets in a Minute
September 24, 2023 1:30 pm Comments Off on September 2023 Markets in a MinuteThe 2023 stock market rally took a breather in August as investors consider whether or not the latest batch of... View Article
Maximizing Your Personal Wealth: Tax-Efficiency for High Earners
September 19, 2023 2:30 pm Comments Off on Maximizing Your Personal Wealth: Tax-Efficiency for High EarnersYou’ve probably heard of diversification when it comes to investments. This concept can apply to taxes too. It’s called “tax... View Article
Finances Can Be Complicated. Integrated Services Can Help.
September 18, 2023 3:37 pm Comments Off on Finances Can Be Complicated. Integrated Services Can Help.“We strive to simplify our clients’ lives by offering a comprehensive range of financial services under one roof. Our approach... View Article