Banyan Wealth
Nearby finance companies
Wharf Avenue
07701
W. Front Street
Broad Street
W. Front Street
W. Front Street
W. Front Street
W. Front Street
Broad Street
Broad Street
Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Banyan Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdiction
06/16/2024
As we dive into Q2 2024, we're seeing volatility and global uncertainty.
Yet, the AI-driven fourth industrial revolution holds exciting long-term potential.
Stay focused on the future and explore new opportunities with us.
Have questions about your financial health? Let's talk!
05/26/2024
Our offices will be closed on Monday, May 27 in observance of Memorial Day.
05/03/2024
Banyan Wealth would like to thank the Staten Island Board of Realtors for inviting us to guest speak at their event.
04/05/2024
The S&P 500's 50-day overbought streak since 1943 raises flags. While AI innovation and low unemployment offer promise, soaring oil prices and sticky inflation remain concerns. Read more in Nick's second insight of 2024. https://www.raymondjamesconnect.com/a0tlDd
As the first quarter of 2024 is ticking away, let’s pause and reflect on the importance of staying ahead in our financial journey. I’m approaching 2024 with caution, prepared for the bumpy roads and potential opportunities ahead. Dive into our Q1 insights to ensure your financial strategy is as resilient and adaptable as you. Take a look:
Quick thoughts to get your financial plan in order to start the year!
02/09/2024
Are you looking for smart ways to reduce your taxes and save for a comfortable retirement?
If you're married and one spouse doesn't work, you might be missing out on a valuable opportunity!
Contact us today to learn more about a Spousal IRA, a tool that can help lower your taxable income while boosting your retirement savings. Your journey towards a more secure retirement starts here!
Unlocking the Secrets of Capital Gains and Dividend Taxes: Did you know that the tax rates can vary based on how long you've held your investments? Here's what you need to know:
1. Rates on Qualified Dividend: Discover the advantages of qualified dividends and how they're taxed.
2. Gains for Assets Held at Least 12 Months: Learn how the duration of your investments can impact your tax liability.
Planning your investments strategically can make a significant difference in your tax bill.
Still have questions? Contact Banyan Wealth to discuss your investment goals and tax optimization strategies.
Banyan Wealth Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
Social Security and Retirement Planning Insights: Did you know that understanding these factors can impact your retirement income?
1. The Ages of Full Retirement: Know when you're eligible for full Social Security benefits.
2. Maximum Earnings for Social Security Benefits are Reduced: Be aware of how your income affects your Social Security benefits.
3️. Maximum Compensation Subject to F**A Taxes: Stay informed about the income threshold subject to F**A taxes.
4️. The Base Amount of Modified AGI Causing SS Benefits to be Taxable: Learn about Modified Adjusted Gross Income and how it affects your taxes in retirement.
Social Security benefits can be overwhelming, let Banyan Wealth help simplify them for you.
Banyan Wealth Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
Important Deadlines for 2023 Retirement Account Contributions: Don't miss out on your opportunity to boost your retirement savings. Here are the key dates to keep in mind:
1. IRA Contributions Deadline: Last chance to contribute to your IRA for the 2023 tax year.
2️. 401(k) and Similar Plans: Ensure you max out your contributions for the year.
3. SEP Contributions Deadline: Contribute to your SEP and enjoy tax benefits.
4️. Simple IRA Contributions Deadline: Maximize your Simple IRA contributions for 2023.
Mark these dates on your calendar and take advantage of these opportunities to secure your financial future.
Banyan Wealth Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
Reminder for 2024! Are you maximizing your retirement savings? It's time to plan for your future. Check out the Maximum Contribution Limits for 2024 and make the most of your Qualified Retirement Plan.
Contact Banyan Wealth on how we can help you maximize your retirement savings.
Banyan Wealth Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
IRA Contribution Updates: Planning your retirement just got easier. Take a look at the Contribution Limits and Phase-Out Ranges for 2023 and 2024. Let's make your retirement goals a reality!
Not sure you're getting full advantage of your contributions? Contact Banyan Wealth to learn more.
Banyan Wealth Banyan Wealth is a premier wealth management and financial planning company, established in 2001.
01/11/2024
Monetary policy drove risk assets, with the Fed's tight stance. Inflation cooled in Q4, but leading indicators hint at a recession. Expect rate cuts in 2024, but the Fed will tread carefully to avoid reigniting inflation. Short-term caution, long-term bullishness. Read more in Nick's first insight of 2024. https://www.raymondjamesconnect.com/a1rEh0
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