Matt Sheraw, Financial Planner

Matt Sheraw, Financial Planner Our financial and day to day lives are deeply intertwined.

Did you know the Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts can help fund yo...
09/27/2024

Did you know the Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts can help fund your child's college education? ๐Ÿ“š๐Ÿ’ฐ The best part? Once they reach adulthood, they can use the money for anything they need! ๐Ÿš—โœˆ๏ธ

But remember, trusts come with complex tax rules. ๐Ÿ“Š Before diving in, it's a good idea to consult a pro who knows the ins and outs! Let's chat!๐Ÿ‘ฉโ€๐Ÿ’ผ๐Ÿ”

๐Ÿ’กDid you know you can use a Coverdell Education Savings Account for your kid's K-12 expenses AND college costs? ๐ŸŽ’๐Ÿ“– You c...
09/24/2024

๐Ÿ’กDid you know you can use a Coverdell Education Savings Account for your kid's K-12 expenses AND college costs? ๐ŸŽ’๐Ÿ“– You can contribute until your child turns 18, but make sure to use the funds by age 30 to avoid any taxes or penalties! ๐Ÿ“†๐Ÿšซ

Want to know more about ESAs? Let's grab lunch!

๐Ÿšจ Get Ready for Anything This National Preparedness Month! ๐Ÿšจ Ensure your safety with a comprehensive emergency kit:๐Ÿ”ง ๐„๐ฌ๐ฌ...
09/18/2024

๐Ÿšจ Get Ready for Anything This National Preparedness Month! ๐Ÿšจ Ensure your safety with a comprehensive emergency kit:

๐Ÿ”ง ๐„๐ฌ๐ฌ๐ž๐ง๐ญ๐ข๐š๐ฅ๐ฌ: Water, non-perishable food, manual can opener
๐Ÿ”ง ๐ƒ๐ข๐ž๐ญ๐š๐ซ๐ฒ ๐๐ž๐ž๐๐ฌ: Allergy-friendly and special diet items
๐Ÿ”ง ๐Œ๐ž๐๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ: Necessary medications and medical supplies
๐Ÿ”ง ๐…๐จ๐ซ ๐Š๐ข๐๐ฌ: Formula, diapers, wipes
๐Ÿ”ง ๐…๐จ๐ซ ๐’๐ž๐ง๐ข๐จ๐ซ๐ฌ & ๐ƒ๐ข๐ฌ๐š๐›๐ฅ๐ž๐: Mobility aids, batteries
๐Ÿ”ง ๐…๐จ๐ซ ๐๐ž๐ญ๐ฌ: Food, water, and medications

Stay prepared and stay safe! ๐Ÿ’ช๐Ÿ› ๏ธ

Unlock Education Savings! ๐Ÿ’ธ๐Ÿ“š Maximize your education expenses with the American Opportunity Tax Credit, offering up to $...
09/16/2024

Unlock Education Savings! ๐Ÿ’ธ๐Ÿ“š Maximize your education expenses with the American Opportunity Tax Credit, offering up to $2,500 per student for college, and the Lifetime Learning Credit, providing up to $2,000 for any post-secondary education. ๐ŸŽ“๐Ÿ’ก

Curious if you qualify? Connect with your tax pro to explore these valuable options!

๐Ÿ•Š๏ธ ๐Ž๐ง ๐ญ๐ก๐ข๐ฌ ๐๐š๐ญ๐ซ๐ข๐จ๐ญ ๐ƒ๐š๐ฒ, ๐ฐ๐ž ๐ก๐จ๐ง๐จ๐ซ ๐ญ๐ก๐ž ๐ฆ๐ž๐ฆ๐จ๐ซ๐ฒ ๐จ๐Ÿ ๐ญ๐ก๐จ๐ฌ๐ž ๐ฐ๐ก๐จ ๐ฅ๐จ๐ฌ๐ญ ๐ญ๐ก๐ž๐ข๐ซ ๐ฅ๐ข๐ฏ๐ž๐ฌ ๐จ๐ง ๐’๐ž๐ฉ๐ญ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐Ÿ๐ญ๐ก ๐š๐ง๐ ๐ฌ๐š๐ฅ๐ฎ๐ญ๐ž ๐ญ๐ก๐ž ๐›๐ซ๐š๐ฏ๐ž๐ซ๐ฒ ๐จ๐Ÿ ๐ญ๐ก...
09/11/2024

๐Ÿ•Š๏ธ ๐Ž๐ง ๐ญ๐ก๐ข๐ฌ ๐๐š๐ญ๐ซ๐ข๐จ๐ญ ๐ƒ๐š๐ฒ, ๐ฐ๐ž ๐ก๐จ๐ง๐จ๐ซ ๐ญ๐ก๐ž ๐ฆ๐ž๐ฆ๐จ๐ซ๐ฒ ๐จ๐Ÿ ๐ญ๐ก๐จ๐ฌ๐ž ๐ฐ๐ก๐จ ๐ฅ๐จ๐ฌ๐ญ ๐ญ๐ก๐ž๐ข๐ซ ๐ฅ๐ข๐ฏ๐ž๐ฌ ๐จ๐ง ๐’๐ž๐ฉ๐ญ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐Ÿ๐ญ๐ก ๐š๐ง๐ ๐ฌ๐š๐ฅ๐ฎ๐ญ๐ž ๐ญ๐ก๐ž ๐›๐ซ๐š๐ฏ๐ž๐ซ๐ฒ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐Ÿ๐ข๐ซ๐ฌ๐ญ ๐ซ๐ž๐ฌ๐ฉ๐จ๐ง๐๐ž๐ซ๐ฌ ๐ฐ๐ก๐จ ๐ซ๐ข๐ฌ๐ค๐ž๐ ๐ž๐ฏ๐ž๐ซ๐ฒ๐ญ๐ก๐ข๐ง๐ . ๐Ÿ™โœจ

Letโ€™s take a moment to reflect on their courage and sacrifice, and hold their memory close in our hearts.

๐Ÿ“š๐ŸŽ“ Happy College Savings Month! ๐ŸŽ“๐Ÿ“š Take advantage of 529 Plans to save for education with tax-free growth! Starting in 2...
09/10/2024

๐Ÿ“š๐ŸŽ“ Happy College Savings Month! ๐ŸŽ“๐Ÿ“š Take advantage of 529 Plans to save for education with tax-free growth! Starting in 2024, you can even roll over unused savings into a Roth IRA! ๐Ÿ’ฐโžก๏ธ๐Ÿš€ Just remember, using 529 funds for non-educational expenses may incur penalties and taxes.

Happy Grandparents Day! ๐Ÿ’–๐Ÿ‘ต๐Ÿ‘ด Today, we celebrate the love, wisdom, and cherished memories that grandparents bring into ou...
09/08/2024

Happy Grandparents Day! ๐Ÿ’–๐Ÿ‘ต๐Ÿ‘ด Today, we celebrate the love, wisdom, and cherished memories that grandparents bring into our lives. Thank you for the invaluable impact you make on our families. ๐Ÿ’ž

One of the greatest parts of my job as a financial professional is working with families and helping them pursue their g...
09/06/2024

One of the greatest parts of my job as a financial professional is working with families and helping them pursue their goals. ๐ŸŒŸ Among the most important of those family goals is saving for college. ๐ŸŽ“๐Ÿ’ฐ

This College Savings Month let's prioritize your family's education goals. ๐Ÿ“š Whether you're just starting or looking to enhance your savings plan, I'm here to guide you every step of the way.

Let's make those college dreams a reality! ๐ŸŒ 

Curious about life insurance? ๐ŸŒŸ This month is a great time to review or update your policy. Factors like age, health, an...
09/04/2024

Curious about life insurance? ๐ŸŒŸ This month is a great time to review or update your policy. Factors like age, health, and coverage affect costs and availability. Remember, policy guarantees depend on the insurer's ability to pay claims.

Have questions? Letโ€™s chat over coffee โ˜• and explore how life insurance fits into your financial plan.

Address

4242 Carlisle Pike Suite 206
Camp Hill, PA
17011

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+17179758800

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