Jim Newhouse
Westchester County, New York, United States
4K followers
500+ connections
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Planning on traveling for the holidays? You'll want to know about the new Department of Transportation rule that just took effect, reshaping how…
Planning on traveling for the holidays? You'll want to know about the new Department of Transportation rule that just took effect, reshaping how…
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I gained validation and added confidence in my AI Skills at the The Business Council of Westchester's even "Insights and AI innovations to transform…
I gained validation and added confidence in my AI Skills at the The Business Council of Westchester's even "Insights and AI innovations to transform…
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📅 When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1️⃣…
📅 When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1️⃣…
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Important Reminder: The Affordable Care Act Open Enrollment Has Begun Here's a quick overview of the key dates for the upcoming open enrollment…
Important Reminder: The Affordable Care Act Open Enrollment Has Begun Here's a quick overview of the key dates for the upcoming open enrollment…
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Daylight saving time ends November 3. Remember to set your clocks BACK one hour before bed on Saturday night. Enjoy that extra hour of sleep on…
Daylight saving time ends November 3. Remember to set your clocks BACK one hour before bed on Saturday night. Enjoy that extra hour of sleep on…
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A remarkable piece of history just emerged from an English farmer's field, proving that sometimes the greatest treasures lie right beneath our feet!…
A remarkable piece of history just emerged from an English farmer's field, proving that sometimes the greatest treasures lie right beneath our feet!…
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If you, family members or your business need help navigating health insurance, we're only a click or call away!
If you, family members or your business need help navigating health insurance, we're only a click or call away!
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The IRS has released the 2025 tax brackets with a 2.8% inflation adjustment—the smallest increase in several years. Here's what's changing: ➡️…
The IRS has released the 2025 tax brackets with a 2.8% inflation adjustment—the smallest increase in several years. Here's what's changing: ➡️…
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The housing market continues to reflect changing dynamics, with September's existing home sales hitting their lowest point since 2010. 🏘️ Despite…
The housing market continues to reflect changing dynamics, with September's existing home sales hitting their lowest point since 2010. 🏘️ Despite…
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Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance https://lnkd.in/gTRZ8Mmr
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance https://lnkd.in/gTRZ8Mmr
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🚢 History meets modern technology in an incredible underwater discovery! The legendary ship Endurance, lost over a century ago during Ernest…
🚢 History meets modern technology in an incredible underwater discovery! The legendary ship Endurance, lost over a century ago during Ernest…
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Huge congratulations to our Executive Director, Jan Fisher and to the NPW members and partners (listed below) for being listed on City & State's…
Huge congratulations to our Executive Director, Jan Fisher and to the NPW members and partners (listed below) for being listed on City & State's…
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John Fitzgerald
Did you miss our recent online presentation, "Planning for the Future with Long-Term Care Insurance"? Don't worry, I've got you covered! Catch the replay to learn about the importance of long-term care planning, costs, and options available for covering these costs. If you have any questions or want to discuss your insurance planning needs, call us at 856-692-0022. #LongTermCare #InsurancePlanning #InsuranceEducation
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Tamara Witham, CFA, CFP®
Let’s consider something else besides taxes today. In most cases, my new financial planning clients either have no estate plan or their existing plan is outdated. Consider some of the potentially scary scenarios that can unfold without proper estate planning: 👉An ex-spouse inherits most of your assets, even if that was not your intention.⚠️ 👉The court decides who will raise your minor children rather than you making that critical choice yourself.👶 👉Your college-aged child inherits a large sum of money without any restrictions or guidance on managing it responsibly.😬 👉The probate process makes all the details of your estate, including assets, liabilities, and personal information, publicly available.📰 👉Your heirs must navigate a time-consuming and costly probate process to access their inheritance.💲 The right time to start estate planning is now, regardless of age or net worth. Taking proactive steps to outline your wishes can provide invaluable peace of mind for yourself and your loved ones. At our financial planning practice, we work closely with clients to ensure their estate plans are comprehensive, up-to-date, and aligned with their long-term goals. We can also provide resources to get you started. https://lnkd.in/e_GrBtUH
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