Selena Teasley

I’m happy to share that I’ve obtained a new certification: Retirement Income Certified Professional® from The American College of Financial Services!

Retirement is one of the biggest most important financial events we will all go through! I obtained this certificate to make sure I serve my clients at the highest level to ensure their retirement is financially secure and fulfilling. One of my colleagues loves to say everyday should be Saturday when you retire. He is absolutely right but it takes planning to make that happen!

My firm prides itself on giving advice that's backed in research and science. Obtaining this certificate ensure we are continuing in that promise.

If you want to go into 2024 with CONFIDENCE that you are doing the right things to set yourself up to retire WHEN and HOW you want, let's talk!

The second installment of Financial Talk Thursday is here! Ladies, this Thursday night we will be back in action discussing Navigating Tax Strategies and Building Financial Confidence. Becoming financially confident means understanding various areas of finance. Tax is just one of them!

👉 If you are unsure how your money is taxed

👉If you have have different accounts but don't understand the tax treatment when you use them

👉If you are looking for ways to increase your tax efficiency now and in retirement

Then join me this Thursday night at 8pm where you will learn:

❗❗ The different types of accounts and their tax treatment

❗❗The difference in ordinary income tax and capital gains tax and how this distinction is important in retirement planning

❗❗2023 Tax Brackets and How to navigate the progressive tax code
And so much more!

Register now as availability is limited!

https://calendly.com/selenateasley/navigating-tax-strategy

From tax bracket tweaks to -related tax credits , there is a lot that tax filers should keep in mind before submitting their 2020 taxes.

Take a look at this article to see what's different.

Tax season will be different this year. Here's what you need to know theladders.com

I saw this list of questions and thought it fit perfectly with financials questions we should be asking ourselves.

Are you seeing the financial results you want?

Is there an issue with how your are executing?

Are there holes in your financial strategy?

Do your spending habits align with your financial goals?

If you answered No to any of these questions click the link below and let's chat. It difficult to reach a destination without a path to get there.

https://cutt.ly/mz8bQbR ​