Bordeaux Wealth Advisors’ Post

Are you using your HSA as a way to pay for current year qualified medical expenses? Consider using it as a tool to boost retirement savings. Maximize your retirement savings by investing your annual contributions. The HSA contribution limits for 2024 are $4,150 for individuals and $8,300 for families. At age 55, a $1,000 catch-up is available to eligible individuals.

Are you struggling with what to do with your concentrated stock position? Here is a powerful idea if you are charitably inclined.

Are you concerned about how taxes impact your investment returns? Let us share how we help our clients improve overall tax efficiency and minimize their annual tax bills. #wealthmanagement, #taxefficiency, #insights

A summary of the key provisions of the Tax Cuts & Jobs Act that are set to expire on 12/31/2025. Please get in touch with us if you would like to discuss with an Advisor how any of these provisions may impact your wealth plan. #wealthmanagement

If you are unsure whether your investment portfolio is properly diversified across uncorrelated asset classes, feel free to call us to discuss it.

As we approach the end of the year, it's important to assess your financial health and prepare for the year ahead. To help you stay on track, I'm sharing a useful End-of-Year Financial checklist.

Are you interested in learning how adding alternative assets to your portfolio can improve portfolio returns and reduce volatility? Give us a call, and we would be happy to share our insights with you. #investment #portfolio #assets #finance

FSI Predictions 2023

Exciting News Alert! The GTA Market Stats for May 2024 are in! Get ready to dive into the latest trends and insights shaping the market. Reach out today to seize new opportunities! #GTARealEstate #MarketStats #May2024Update #soldbyram #realtor #insights #GTA

𝗙𝗿𝗼𝗺 𝗩𝗶𝘀𝗶𝗼𝗻 𝘁𝗼 𝗩𝗶𝗰𝘁𝗼𝗿𝘆: 𝗡𝗶𝗳𝘁𝘆 𝗛𝗶𝘁𝘀 𝟮𝟲,𝟮𝟬𝟬 – 𝗪𝗲 𝗦𝗮𝘄 𝗜𝘁 𝗖𝗼𝗺𝗶𝗻𝗴! From 21,600 to 26,200 – our predictions proved unstoppable! 📊 In November-December 2023, when everyone doubted, we forecasted the market's climb to 25,000 and beyond. And now, Nifty has touched an all-time high of 26,200. 🚀 This is not luck; it's data-driven foresight and disciplined analysis. 🌟 Ready for 2025's exclusive insights? Follow now to stay ahead! 👉 Learn more at www.stakeplanum.com 📲 Join our Telegram for daily tips: https://t.me/STAKE_PLANUM 📞 Contact us: +91 83295 92737 #stakeplanum #Reels #Nifty #MarketRally #StockMarketInsights #FinancialGrowth #MarketAnalysis #InvestSmart #TradingTips #InvestmentGoals #NiftyAllTimeHigh