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Empowering Your Legacy: How to Create a Charitable Giving Plan

Leave a Comment / Charitable Giving /

People give for a variety of reasons, and philanthropy has the potential to provide cognitive, emotional, and financial benefits to those who donate. Some find personal satisfaction in helping to improve their communities, while others take a broader approach to tackling global concerns. The goal is exploring and participating in missions that share the values you and your family hold dear.

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A Tax Planning Guide for High-Net-Worth Retirees

Leave a Comment / Tax Planning, Uncategorized /

Tax planning is an essential aspect of financial management, especially for individuals who have accumulated substantial wealth over their lifetime. High-net-worth (HNW) retirees, in particular, need to pay special attention to their tax planning strategies. Planning for taxes can help them address retirement income and leave a significant legacy for their descendants with decreased concern for tax consequences.

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2024 Tax Brackets: How They Could Increase Your Take-Home Pay

Leave a Comment / Tax Planning /

As people settle into the New Year, some may notice a slightly larger paycheck deposited into their account. The Internal Revenue Service (IRS) implemented new federal income tax brackets, allowing some Americans to keep more of their income instead of handing it over to the government. Brackets were adjusted 5.4% higher for married and individual

2024 Tax Brackets: How They Could Increase Your Take-Home Pay Read More »

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While we work with clients nationwide, you can find us at:

Office: (337) 602-6740
Fax: (337) 602-6786

P.O. Box 188
Lake Charles, LA  70602

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858 Camp Street
New Orleans, LA 70130

hi@thegenerationwealth.com

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, DE, DC, FL, GA, ID, IN, LA, MI, MS, MO, OK, TX, VA.

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