Green Ridge Wealth Planning

🔔 Court Decision: CTA Back in Full Effect 🔔 Attention Business Owners: The Corporate Transparency Act (CTA) is back on track, with the Beneficial Ownership Information (BOI) reporting deadline set for January 13, 2025. Don’t wait—it’s time to file your BOI reports!   Stay engaged for all the latest—we’re on top of this and will keep you updated every step of the way. Bobby Mascia, CFBS #CorporateTransparencyAct #CTA #BOIReporting #BusinessUpdate #BusinessCompliance #BusinessOwners #Entrepreneurs #StayInformed #LinkInBio

⭐️ ‘Tis the season for financial check-ups! As the year winds down, don’t forget to: 1️⃣ Max out those retirement contributions. 2️⃣ Lock in Roth conversions if it’s the right move for your goals. 3️⃣ Finalize tax-loss harvesting and prep for next year’s estimates. The clock’s ticking—let’s finish the year strong! 💼  Bobby Mascia, CFBS   #FinancialPlanning #YearEndChecklist #RetirementReady #RothConversion #TaxHarvesting #WealthBuilding

Wishing you a holiday season filled with warmth and a New Year brimming with opportunities! As the year comes to a close, we’re reflecting on the connections, achievements, and growth we’ve shared with our community. Here’s to a happy, healthy year ahead! #HappyHolidays #NewYear2025 #Gratitude #CommunityConnections #FinancialPlanning #WealthManagement #BusinessPlanning

🚨 Important Update on the Corporate Transparency Act (CTA) 🚨 The January 1, 2025 deadline for CTA reporting has been temporarily paused due to a court ruling. While the case is ongoing, businesses are not currently required to submit Beneficial Ownership Information (BOI) but should still prepare for potential changes. At Green Ridge Wealth Planning, we’re monitoring these developments closely. If you’re unsure how this impacts your reporting, don’t wait—contact us today to ensure you’re ready for whatever comes next! #CorporateTransparencyAct #CTA #BusinessUpdate #GreenRidgeWealthPlan #LegalUpdate

Big market moves today! The Fed cut rates by 25bps but hinted at fewer cuts next year. Here’s the good news: We’ve got you covered! Don’t worry—just stay engaged. 🔔 Bobby Mascia, CFBS #MarketUpdate #FederalReserve #InvestSmart #FinanceTips #StockMarketNews #StayInformed #FinancialFreedom #EconomyUpdate #InflationTalk #InvestmentStrategy

🔔 Attention Business Owners 🔔 As you know from our previous communications, the Corporate Transparency Act (CTA) reporting deadline of January 1, 2025, is right around the corner. Last week, a decision came down in court, resulting in a pause on the enforcement of the deadline. Read our blog below, by Wendy Deer, to get the latest updates! https://lnkd.in/eK_A5KMs #CorporateTransparencyAct #CTA #LegalUpdates #FinancialPlanning #SmallBusiness #Entrepreneurship #RegulatoryUpdates #CorporateLaw #BeneficialOwnership #BusinessStrategy #ComplianceMatters

Bold predictions and speculation seem to dominate the headlines these days, making it hard to separate real trends from clickbait. Markets have seen big moves this past month, but beneath the headlines, not much has fundamentally changed. What has shifted significantly are expectations—and those are driving the action. In this month’s commentary, CIO Jordan Kaufman, CFA, CFP® cuts through the noise to unpack what’s really happening in the markets. From record Bitcoin highs to the incoming administration’s tariff threats, this commentary explores key developments and what’s behind the headlines. #MarketUpdates #InvestmentTrends #EconomicInsights #WealthManagement #FinancialNews #Crypto #EconomicPolicy #InvestorEducation #TariffImpact #InvestmentPlanning #FinancialFreedom https://lnkd.in/e7VJVXhc

Thank you to everyone who joined us!

Roth IRA vs. Traditional IRA: It's not just about tax benefits today—it’s about shaping your retirement strategy. Which one aligns with your financial goals?

This Thanksgiving, reflect on the value of your business and the future it can create. Without an exit strategy, you risk leaving your hard work to chance. Define your path, grow strategically, and ensure your business becomes a legacy you’re truly thankful for. 🍂 #exitstrategy #businessgrowth #retirementplanning #entrepreneurship #gratefulforsuccess