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Read our latest newsletters and stay up to date on all Vento Tax & Wealth Management Group announcements, tax-smart strategies, and more!


Thursday, February 29, 2024

In life, I believe that planning for the future and taking the necessary steps to achieve your goals are essential for financial independence. This principle holds true for planning the financial legacy you will one day leave to your...

Thursday, November 30, 2023

It’s hard to believe it’s already November, which means it’s time to start thinking about tax-smart investment strategies that you may want to implement before the end of the year.  Your goal here is to create...

Friday, October 6, 2023

As you plan for retirement, one of the most important questions you will need to answer is deciding at what age you will begin claiming Social Security benefits.  While you may be anxious to claim as soon as possible, determining...

Wednesday, August 30, 2023

One of my top tax-smart investing strategies is to contribute to either a traditional or Roth individual retirement account (IRA) each year if you are eligible to do so.  If you contribute to a traditional IRA, you may see a tax...

Friday, July 28, 2023

Trusts can be a valuable tool for both elder care and estate planning, helping to manage assets during your lifetime and control how those assets are distributed after death.  There are two primary types of trusts, revocable and...

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Tuesday, March 14, 2023

Financial regulators closed down Silicon Valley Bank (SVB) on Friday, marking the largest U.S. bank failure since the 2008 financial crisis. Over the weekend, regulators took control of yet another lender, Signature Bank, which faced a...

Friday, January 27, 2023

We are thrilled to share our new name and new look. We remain committed to providing the same excellent service that you have come to expect from us. Our rebranding will bring us together as one united firm, allowing us to serve you even be

Friday, January 27, 2023

The new law includes 90 provisions, most of which affect retirement savings rules. Some of these go into effect this year and others will start any time between 2024-2027. I’m highlighting some of the major changes that could affect you...