Jeff Sahm, Financial Advisor

From funding a loved one's education to reducing the taxable portion of your estate, I can help you develop a plan for your required minimum distributions.

4 Financially Smart Ways to Take Money Out of Retirement Accounts www.morganstanley.com

Mortgage rates are forecast to drop in 2024, but affordability likely won't return to pre-pandemic levels. Morgan Stanley's wrap-up of the latest real estate trends looks at what that means for buyers, sellers, investors and policymakers.

Navigating Real Estate & Homeownership in 2024 www.morganstanley.com

At least once a year, it's a good idea to see if the amount you're saving and investing is on pace to equal the money you'll need in retirement. Let's discuss how I can help. Learn more.

A Simple Six-Step Retirement Checkup www.morganstanley.com

Whether you've got toddlers or teenagers, you should be thinking about investing for education costs. Let's talk about how a 529 plan could help.

529 Plans: A Powerful Tool to Save for Education www.morganstanley.com

Thank you to all of the men and women who have paid the ultimate sacrifice for our freedoms. We honor you on Memorial Day and this weekend.

Want to reach your financial goals? Start by setting specific measurable, achievable, relevant and time-bound goals. Let's connect on the best path forward.

What to Do If You Are Off Track on Your Goals | Morgan Stanley www.morganstanley.com

Empower your global portfolio with cutting-edge analytics. Let's chat about how we can help elevate your international investing strategy while exhibiting your foreign risk through Morgan Stanley's Portfolio Risk Platform.
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Even in an election year, inflation seems to be leading the headlines. Here's why Morgan Stanley Research thinks the election's outcome isn't likely to have a big impact in the near term on inflation or the macroeconomic picture.

Election 2024: Inflation Outlook www.morganstanley.com

How realistic are your retirement dreams if the market declines or you live longer than expected? Let's discuss what you can do now to help protect your portfolio in the future.

You're Ready for Retirement. Is Your Portfolio? www.morganstanley.com

As headwinds abate, the "M&A Winter" looks ready to thaw, with implications for a variety of sectors and regions. Find out more in On the Markets.

On the Markets: Great Expectations mgstn.ly

Proud to work for a firm like Morgan Stanley, where innovation is celebrated. Through Morgan Stanley Wealth Management's Private Markets Transaction Desk, eligible clients can now buy and sell shares of eligible private companies. Learn more about how to gain access to a distinct array of private market opportunities.

Morgan Stanley Announces Launch of Private Markets Transaction Desk | Morgan Stanley www.morganstanley.com

As Japan thaws from a deep freeze of prolonged low inflation, its economic future looks positive. Find out more in On the Markets.

On the Markets: Without Even Taking a Breath, or a Rotation mgstn.ly

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

The Millennial and Gen Z Guide to a Sweet Retirement | Morgan Stanley www.morganstanley.com

I am proud to share that I have been named to Morgan Stanley's prestigious 2024 Pacesetter's Club. The Pacesetter's Club is a global recognition program for Financial Advisors who have demonstrated the highest professional standards and first class client service. I appreciate this recognition and feel fortunate to work at Morgan Stanley, a leading global financial services firm.

Disclosure: https://mgstn.ly/48yHOEI

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

Are You Prepared for Tax Day? | Morgan Stanley www.morganstanley.com

Wishing you much peace, joy and prosperity in 2024.

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Tax-Smart Strategies to Consider for Your Retirement | Morgan Stanley Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

What Kind of Retiree Do You Want to Be? | Morgan Stanley Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

Health care costs are a top three concern for a lot of couples. Long Term Care is part of that concern. It is a difficult subject but is a part of financial planning. Let's talk and plan.

Planning to Fund Long-Term Care Expenses | Morgan Stanley Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.

Talking with family about finances can be challenging and emotional. Focus on planning to help discuss important subjects. This article has helpful advice. Let's talk!

How to Break the Ice Around Family Finances | Morgan Stanley Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

Can the U.S. stock market keep rallying? Check out the latest market commentary and let’s discuss.

Why Investors Shouldn't ‘Fight the Fed’ | Morgan Stanley Despite the Fed’s hawkish messaging, investors keep buying up U.S. stocks, sending valuations higher. Here’s why that could be a mistake.