As 2024 draws to a close, it’s time to take a proactive approach to your tax planning. With the right strategies, you can potentially reduce your tax liability, maximize deductions, and set yourself up for financial success in the coming year. Here are comprehensive year-end tax planning tips to consider before year-end. Assess Your Current…
Jay Willwerth, ChFC®
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With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for successful individuals, families and corporate executives for nearly three decades.
Since joining Finivi in 2001, Jay has served on the firm's executive team and is an integral member of the investment committee, coordinating investment research, monitoring existing strategies, and conducting ongoing portfolio reviews with the firm's top clients. He has also been instrumental in the firm's rapid growth in its assets under management and its virtual fee-based financial and retirement planning programs.
Jay is a graduate of Bentley University with both a BA in Economics/Finance and a AS in Accounting. He also has earned the Chartered Financial Consultant Designation (ChFC) from the American College, and went on to teach the American College's Estate and Business professional development courses for many years.
He has also been a frequent speaker on business succession strategies, estate planning, estate planning for blended families, investment management, and retirement planning topics for the public, closely-held corporations, industry groups and membership organizations.
Jay has coached for the Boston Area Youth Soccer league, as well as youth soccer, softball and basketball. He and his wife Barbara and their two daughters live in Hopkinton, MA.
Recent Articles by Jay:
Smart Financial Planning for New Entrepreneurs: How to Grow Your Business & Secure Your Future
Maximize Your Business Growth with Smart Financial Strategies Financial planning for entrepreneurs is crucial, as it serves as a roadmap for both personal and business success. You can reduce stress and build a thriving enterprise by effectively managing your finances. Here are essential financial planning tips for entrepreneurs to balance personal and business goals: Create…
Should You Accept Equity Compensation in Lieu of a Higher Salary?
Dreaming of getting rich? To increase your chances of that dream coming true, you may want to consider equity compensation rather than focusing entirely on earning a higher salary. Think about the billionaires in the world. How did they make their wealth? Almost all of them got their high net worth from equity stakes in…
Best Employee Retention Strategy for Small Businesses: How to Keep Top Talent
Why Employee Autonomy is the Key to Long-Term Retention As a small business owner, attracting and retaining top talent is essential for long-term success. Your company’s strength depends on the quality of your team, and in today’s competitive job market, keeping the best employees can be a challenge. While many businesses try to improve employee…
Best Retirement Plan Options for the Self-Employed
Being self-employed comes with many advantages, one of which is your ability to choose from a number of retirement plan options. The key is to match the right plan option with your retirement planning objectives and yearly contribution goals. And if you have employees, other than a spouse, to be certain you understand the contribution requirements…
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