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Financial planning empowers you to reach new heights. Partnering with us helps you get there.

10/27/2026

Inheriting a parent’s IRA can bring up a lot at once: grief, paperwork, and a set of tax rules most people have never had a reason to learn.

Since the SECURE Act, most adult children who inherit an IRA or 401(k) have 10 years to empty the account. When those withdrawals happen during that window can make a real difference in how much goes to taxes.

Swipe for what the 10-year rule means, a hypothetical look at how withdrawal timing can affect the tax bill, and a few questions worth working through. 👉

🔗Read Fahmin Fardous, CFP®’s full article at the link in our bio.

For educational purposes only; not tax, legal, or investment advice.

10/26/2026

Thinking about a move? Your paycheck may feel it before you even unpack.

We mapped how much of a $100,000 salary goes to taxes in all 50 states under 2026 rules. It ranges from 20.8% in the nine states with no income tax on wages to 28.0% in Oregon. On the same salary, that’s a difference of about $7,150 a year. ‼

A lower income tax doesn’t always mean a lower overall bill. Property taxes, sales taxes and cost of living all factor in. Running the full numbers before you pack the truck can save you from surprises later.

🤔Which state surprised you most?

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This content is for educational purposes only and is not tax advice. Figures assume a single filer and exclude local, sales and property taxes. See the graphic for full methodology.

10/21/2026

“Do I have enough to retire?” For many still working in their 50s and early 60s, it’s the question that keeps you up at night, even with a high income and real assets behind you. 💸

The 4% rule is a reasonable place to start the conversation, but it was built on historical market data. It doesn’t know about your pension decision, your deferred comp elections, or the years you’ll need health coverage before Medicare.

🚀Jesse Wideman, CFP®, lays out a clearer approach in three parts: building a number from what you actually spend, mapping when each income source shows up, and stress-testing the plan against the futures no one can predict.

Swipe through for the framework →

Read Jesse’s full article at the link in bio.

For educational purposes only; not personalized investment, tax, or legal advice.

10/20/2026

🤔Retiring at 62? Medicare won’t be there to meet you until 65.

That gap is easy to overlook, and even once Medicare begins, it doesn’t cover everything. Premiums, deductibles, dental, vision, and long-term care can all add up over a retirement that may last decades.

The good news is that healthcare is a cost you can plan for. Fahmin Fardous, CFP®, works with women preparing for retirement to map these costs year by year, looking at tools like HSAs, supplemental coverage, and how retirement income can affect Medicare premiums.

✨Curious what healthcare could look like in your own retirement? Start the conversation through the link in bio.

For educational purposes only; not personalized investment, tax, or insurance advice.

10/15/2026

The seating chart gets three revisions. The money conversation often gets zero. 🚫

Before the wedding, there’s a long list of decisions to make together, from the venue to the playlist. How you’ll actually run money as a couple rarely makes the list, and it’s one of the few decisions you’ll keep living with long after the big day.

🚀 Jesse Wideman, CFP®, walks through the questions worth asking each other now, like how to split contributions when your incomes are different and who’s tracking what month to month.

There’s no single right answer. There just needs to be one you both agree on.

💍Engaged or newly married? Our team would be glad to help you map it out. Link in bio.

10/14/2026

‼Only 24% of U.S. adults reported having a will in 2025, according to Caring.com's annual study.

For first-generation wealth builders, the gap often isn't motivation. It's that there was never a family playbook to follow, no trust to inherit, and no one to ask who should raise the kids or how to help aging parents.

🚀Fahmin Fardous, CFP®, works with first-gen families on exactly these questions. Swipe for where to start, from naming a guardian to understanding basic trusts to making your parents part of the plan. →

Read Fahmin's full article at the link in bio.

For educational purposes only; not legal, tax, or investment advice.

10/12/2026

🤔 You can spend ten years in public service, make every payment on time and still find out none of it counted toward PSLF.

Public Service Loan Forgiveness looks simple on paper, but almost every part of it comes with fine print.

Your employer has to be a qualifying government or nonprofit organization, your loans have to be Direct Loans, you need to be on a qualifying repayment plan, and every payment has to be verified rather than assumed.

If one of those pieces is missing, years of payments may not count.

✨PSLF can work very well for borrowers who set it up correctly from the start. It just means understanding the details behind the headline version.

If you’re not sure whether your employer and loans qualify, our team can help you see where you stand. Book a call using the link in our bio.🚀

This content is for educational purposes only and is not personalized financial advice.

10/08/2026

We said it happy 😊 We said it sad 😢 We said it while holding your hand 🫂

The message? Still the same. Which version got you? 👇

10/07/2026

👉Most people don't put off financial planning because they don't care. They put it off because nobody has explained what it actually involves.

So for National Financial Planning Day, we're showing you.🚀

It starts with a conversation, not a pitch. We get to know your goals, your timeline, and what you want to protect. Then we build a plan around your life, bringing your investments, taxes, estate, and legacy into one picture.

We don't disappear once the plan is written. We keep meeting with you and adjust it as your life changes.

Wondering what that could look like for you or your family? Schedule a free intro call. The link is in our bio.

For educational purposes only and not personalized investment, tax, or legal advice.

10/01/2026

The last three months of the year can shape your finances more than you might expect.

October is , and it's a good time to recognize the value of a thoughtful plan and the trusted role CERTIFIED FINANCIAL PLANNER® professionals play in helping people build one. As the year winds down, a few areas are worth a closer look:

💸Budgeting: Adjusting spending habits for the final quarter and the holiday season.
✨Retirement: Making the most of your contributions and any employer matching benefits.
📃Tax planning: Taking proactive steps before the calendar year closes.
✅Debt management: Reviewing your credit and working to reduce outstanding balances.

If you'd like help thinking through your year-end plan, our team at Zenith Wealth Partners is here for you. You can book a call using the link in our bio!

Address

2400 MARKET Street OFFSITE 2ND FLOOR
Philadelphia, PA
19103

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 5pm

Telephone

+14842781559

Website

https://zenithwealth.partners/, https://linktr.ee/zenithwealthpartners

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