HAWI Investments LLC

20/02/2026

19/02/2026

Friday 20th between 11am - 3pm, Open Broker House, come and enjoy some fun and win some gifts!!

17/02/2026

All Realtors are invited this Friday February 20th 11am - 3pm, snacks and Gift Cards Giveaway!

06/02/2026

Coming Soon, a pool home on a 0.27 acres in Suntree!!

28/12/2025

Know someone who would like to build their own style of home??

24/12/2025

Last minutes Tax Planning!!
As always, please consult with a tax advisor for specifics about your tax situation.

1. Review your withholding to make preliminary tax estimates and adjust income or spending, if appropriate


2. Consider making a 2025 IRA contribution and create or refresh your retirement strategy to help stay on track for retirement

Maximizing your allowable annual IRA contribution may provide potential tax advantages, and it’s important to have a clear retirement strategy and to review and update it every year.

3. Key dates:

Dec 31, 2025—Last day to request a Roth IRA conversion for tax year 2025, by noon at the most to allow time for processing.

April 15, 2026—Last day to contribute to an IRA for 2025.


4. Think about making a charitable contribution to potentially maximize your giving to a favorite cause

5. Key dates:

Dec 31, 2025—Last day to request a donation of options or mutual funds for 2025.

Dec 31, 2025—Last day to request a donation of stock, bonds, or cash for 2025.

6. Review your gains, losses, expenses, income, and distributions to help spot opportunities to reduce your 2025 taxes

Remember that certain investment distributions may be taxed as ordinary income, while others may qualify for a tax deduction.

7. To plan for future tax seasons, learn more about tax loss harvesting and how you can incorporate tax-efficient strategies into your long-term investing.


8. Forms 1099 and other tax documents and notifications will be available starting in January depending on your Financial Institution

9. Key dates:

By Jan 31, 2026—Forms 1099-R and 1099-Q retirement accounts and Coverdell education savings accounts will be mailed and accessible online.

10. Most Forms 1099 will be available by February 15. The Stock Plan Transactions Supplement will also be available online.

11. Other Key Dates:

Dec 31, 2025—Last day to execute a trade for stocks, mutual funds, and ETFs for 2025 tax reporting.

Dec 30, 2025—Last day to execute a buy-to-close transaction on a short-sale position for 2025 tax reporting.

Need to find out more schedule a time on our Calendar:

13/12/2025

Taxes around the corner, did you max out on your IRA contribution? Or 401(k) account? Don't leave money on the table, it is always good to lower your tax bracket. If it is still too high then Roth IRA or Roth 401(k) might be what you should be contributing to.
We don't just do Taxes, we look at your bottom line.
Call for your Free Review of your past Taxes, business or personal. Schedule a time that works for you on my Calendar.

Also, we can help you with your loans needs, whether refinancing, of getting a new loan, or a HELOC to tap into your equity for all your other financial needs.

09/12/2025

Looking for What Mortgage Interest Rate is right now? Or how much you might be able to save on your current loan? You are at the right place to get the full scoop!! NMLS #2745405
Fill out your application for no obligation, Knowledge is Power!!

05/12/2025

Build Your Own Lot in Palm Bay, FL

01/12/2025

One Big Beautifull Bill Act impacts detailed on the IRS website, feel free to reach out if you would like more explanation. Remember Tax Season is around the corner; make sure you are taking advantage of the deductions before the year ends!!