Smart Tax Moves & Market Insights: Your Guide to 2025 Planning

Tax Planning
Written By Kelly Olczak

As we look ahead to 2025, strategic financial planning is more important than ever. In this month’s LynnLeigh & Company newsletter, we focus on smart tax strategies and market trends to help you stay prepared in an evolving economic landscape.

First up: taxes. With 2025 tax brackets set, now is the time to optimize deductions, plan withdrawals, and make tax-efficient moves that can reduce your overall burden next year. Our webinar, “Taxes Simplified: Your Personalized Approach to Understanding Your Tax Bracket,” will provide actionable insights on how to position yourself for long-term savings.

Next, we dive into the markets. Recent tariff policies have introduced uncertainty, leading to shifts in investor sentiment and economic projections. We analyze how trade tensions, inflation, and interest rates are shaping investment strategies and what this means for your portfolio.

Of course, it’s not all about finance—we’re also celebrating St. Patrick’s Day! With my Irish roots (maiden name: Kelly Leigh Moriarty) and a brother who was born on St. Patrick’s Day, this holiday has always been a favorite in our family. We’re sharing three festive recipes to bring some Irish cheer to your kitchen.

Stay informed, stay ahead, and don’t forget to enjoy the little things—like a homemade Shamrock Shake! 🍀

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