Abmeyer Wealth Management

Abmeyer Wealth Management Kim Abmeyer, CFA, CFP - helping professionals at/near retirement align capital with what's important.

Prepare for Tax Season 2025: Key Steps to Take Now -
02/03/2025

Prepare for Tax Season 2025: Key Steps to Take Now -

As we approach the 2025 tax filing season, we wanted to reach out with some important reminders and tips to help you prepare. Taking action now can make the process smoother and potentially maximize your tax benefits.

Happy Holidays from your team at Abmeyer Wealth!πŸŽ† -
12/23/2024

Happy Holidays from your team at Abmeyer Wealth!πŸŽ† -

Wishing you a joyful holiday season filled with warmth, laughter, and cherished moments with loved ones. May this time of year bring you peace and happiness, and may the new year ahead be bright with opportunities and adventures.

Maximizing 2024 for success in 2025! πŸ’₯ -
12/17/2024

Maximizing 2024 for success in 2025! πŸ’₯ -

As we approach the end of 2024, we hope this letter finds you well. With the year drawing to a close, we wanted to reach out with some important reminders and suggestions to help you optimize your financial position before we ring in 2025.

*Abmeyer Wealth Management Fall Newsletter* -
11/14/2024

*Abmeyer Wealth Management Fall Newsletter* -

Kim Abmeyer has earned the prestigious Enrolled Agent (EA) credential, becoming federally licensed to represent taxpayers before the Internal Revenue Service. This designation showcases Kim's extensive taxation expertise and allows her to:

*Last Day to Register* Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar ...
11/06/2024

*Last Day to Register* Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar you don't want to miss! -

At our firm, we understand that you want to be educated, informed, and connected to important information about all aspects of retirement. We asked our friends at TransAmerica to walk us through some topics related to Social Security, Healthcare (Medicare) and Aging (LTC).

REMINDER! Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar next you don'...
11/01/2024

REMINDER! Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar next you don't want to miss! -

At our firm, we understand that you want to be educated, informed, and connected to important information about all aspects of retirement. We asked our friends at TransAmerica to walk us through some topics related to Social Security, Healthcare (Medicare) and Aging (LTC).

Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar you don't want to miss!...
10/23/2024

Do you have questions about optimizing Social Security or changes to Medicare? This is a webinar you don't want to miss! -

At our firm, we understand that you want to be educated, informed, and connected to important information about all aspects of retirement. We asked our friends at TransAmerica to walk us through some topics related to Social Security, Healthcare (Medicare) and Aging (LTC).

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