Parish Wealth Partners

07/04/2023

Take a moment today to review the history of how America came to be. It truly is remarkable what the Founding Fathers started in motion decided 247 years ago.

“This Nation was born when a band of men, the Founding Fathers, a group so unique we've never seen their like since, rose to such selfless heights. Lawyers, tradesmen, merchants, farmers – 56 men achieved security and standing in life but valued freedom more. They pledged their lives, their fortunes, and their sacred honor. Sixteen of them gave their lives. Most gave their fortunes. All preserved their sacred
honor.”
“They gave us more than a nation. They brought to all mankind for the first time the concept that man was born free, that each of us has inalienable rights, ours by the grace of God, and that government was created by us for our convenience, having only the powers that we choose to give it. This is the heritage that you're about to claim as you come out to join the society made up of those who have preceded you by a few years, or some of us by a great many.”
“This experiment in man's relation to man is a few years into its third century. Saying that may make it sound quite old. But let's look at it from another viewpoint or perspective. A few years ago, someone figured out that if you could condense the entire history of life on Earth into a motion picture that would run for 24 hours a day, 365 days – maybe on leap years we could have an intermission – this idea that is the United States wouldn't appear on the screen until 3.5 seconds before midnight on December 31st. And in those 3.5 seconds not only would a new concept of society come into being, a golden hope for all mankind, but more than half the activity, economic activity in world history, would take place on this continent. Free to express their genius, individual Americans, men and women, in 3.5 seconds, would perform such miracles of invention, construction, and production as the world had never seen." — Ronald Reagan

Happy Independence Day!!

09/29/2022

2022 has been difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

Feel free to talk with your advisor about any of these topics – or if you have other questions not addressed here.

2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions

03/18/2022

Retirement-related behavioral and financial changes raise many tax planning questions and opportunities. In this article, we address the most common concerns for impending retirees and strategies to address those concerns.

The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now

02/25/2022

The Russian attack on Ukraine is an undeniable human tragedy. Ukrainian and Russian lives will be lost. Our hearts are heavy as we think about tragic human consequences from the Russian government’s territorial ambitions.

Russia’s invasion of Ukraine on February 24 has pushed the S&P 500 into a deeper decline. Stocks had already fallen more than 10% in anticipation of the

02/09/2022

Estate Planning: What’s Love Got To Do With It?

From Valentine’s Day to American Heart Month, February has long been associated with love. That makes this month a great time to demonstrate how much you care about the people you love by putting an estate plan in place.

02/08/2022

Get a head start on planning for potential changes in 2022 by joining us for our webinar on new tax legislation for 2022 with Jamie Hopkins, Managing Partner, Wealth Solutions. He will cover:

- How new legislation could impact you in 2022 and beyond
- New retirement provisions that could still show up this year
- And more!

The COVID-19 pandemic and Congress's role in our country's recovery from it has been responsible for several legislative changes to taxes, including the expanded Child Tax Credit, stimulus checks and more.

02/07/2022

You should never do anything just to get a tax benefit. Instead, your actions should align with your overall tax plan and goals. Learn more about the benefits of goals-based tax planning in our recent blog:

All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax

02/04/2022

Your financial plan should not look the same today as it did 10 or 20 years ago. Download our checklist to help you decide if it’s the right time to contact your financial advisor for an update:

Your plan shouldn't look the same when you're 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it's time to adjust your financial plan?

02/02/2022

Your priorities – and your financial goals – will change over the course of your life. How will you know when it’s time to refresh your financial strategy? Download our checklist to help you determine if it’s time to contact your advisor for an update:

Your plan shouldn't look the same when you're 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it's time to adjust your financial plan?

01/27/2022

Are you ready to retire? Take our six-question quiz to see if you’re ready or if you have to change your plans:

Are you ready to retire? When will you be ready to retire? What changes should you make in order to get there? Take this brief quiz to find out.