Jeremy Coons, CFP®, CWS® @jeremy_coons1
I help high income earners grow, protect, and transfer their wealth as tax-efficiently as possible. ⛳️ Tweets ≠ Advice. Indianapolis, IN Joined September 2009-
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Working with a financial advisor is very similar to hiring a dietician. A dietician could write me a perfect plan, but if I get home and consume exclusively Twinkies and Mr Pibb - I am unlikely to achieve my goals. I can tell you exactly what you need to do for the highest…
Don’t worry, Scottie Scheffler is going to be humbled soon. The dad ‘bed’ in the delivery room doesn’t care if you have 2 green jackets or have earned over $15 million in 4 months, it takes no prisoners.
I always see people say “𝐢𝐟 𝐲𝐨𝐮 𝐝𝐢𝐞, 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐰𝐢𝐥𝐥 𝐡𝐚𝐯𝐞 𝐲𝐨𝐮𝐫 𝐣𝐨𝐛 𝐨𝐩𝐞𝐧𝐢𝐧𝐠 𝐩𝐨𝐬𝐭𝐞𝐝 𝐛𝐲 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐞𝐞𝐤” Most people feel 𝐫𝐞𝐩𝐥𝐚𝐜𝐞𝐚𝐛𝐥𝐞 by their employers. And yet, so many people rely SO heavily on…
Welcome back, Jake! Highly successful prep coach Jake Gilbert returns to the Wabash football staff as defensive coordinator in 2024-- with bigger plans for the future. 🔗: bit.ly/4cmFFhU
A lot of finance twitter accounts have never invested through a period where US large cap stocks have stunk relative to other asset classes. Will be interesting when it happens.
Daylight savings with a baby challenge one: spring forward. Daylight savings with a baby challenge two: fly to Scottsdale in a couple weeks where it is effectively now 3 time zones different. Ts and Ps appreciated.
𝐓𝐡𝐞 𝐭𝐚𝐱 𝐜𝐨𝐝𝐞 𝐟𝐚𝐯𝐨𝐫𝐬 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬. It doesn’t matter if your business is your 𝐟𝐮𝐥𝐥-𝐭𝐢𝐦𝐞 𝐣𝐨𝐛 or your 𝐬𝐢𝐝𝐞 𝐡𝐮𝐬𝐭𝐥𝐞. If you own a business and you don’t have a business retirement plan established, you are: •Limiting your…
Is 𝐜𝐡𝐚𝐫𝐢𝐭𝐚𝐛𝐥𝐞 𝐠𝐢𝐯𝐢𝐧𝐠 important to you? My goal is to never influence the 𝘢𝘮𝘰𝘶𝘯𝘵 my clients are giving, but I do want to help make what they plan to give more 𝐭𝐚𝐱-𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭. For most people, giving cash from a checking or savings account is…
Benjamin Franklin wrote “…in this world nothing can be said to be certain, except 𝐝𝐞𝐚𝐭𝐡 𝐚𝐧𝐝 𝐭𝐚𝐱𝐞𝐬.” If 𝐝𝐞𝐚𝐭𝐡 𝐚𝐧𝐝 𝐭𝐚𝐱𝐞𝐬 are the only two certainties of life… perhaps we should plan for them! Yet MOST people I meet with are without an up-to-date estate…
I have a large group of close friends around Indy (where I live), but as time has gone on and families have grown we don’t see each other as often as we once did. About a month ago, we started to end our workdays a little early on Fridays and get together for a libation or two.…
Humble brag: First time in a longggg time that neither my kid nor my dog woke me up in the middle of the night. I feel invincible.
There’s no shortage of whiskey at my bar, but my newest bottle is definitely the most special. The barrel was selected by a local group in memory of Deputy Jacob Pickett. All proceeds go to families of fallen officers. Happy to back the boys in blue!
I have 100% had the same experience. They like the content, but they don’t “like” the content.
I have 100% had the same experience. They like the content, but they don’t “like” the content.
When I meet with prospects, there are typically at least 3 GLARING issues with their current “plan” that I can help diagnose. This builds credibility, but the advice means nothing without execution. Accountability is everything.
And if, instead, it results in my legacy being the guy who made accurate information accessible and digestible to people in my network - I’m cool with that, too 🤙🏼 … but it has been pretty fruitful and I’m just getting started.
And if, instead, it results in my legacy being the guy who made accurate information accessible and digestible to people in my network - I’m cool with that, too 🤙🏼 … but it has been pretty fruitful and I’m just getting started.
𝐃𝐨𝐥𝐥𝐚𝐫-𝐂𝐨𝐬𝐭-𝐀𝐯𝐞𝐫𝐚𝐠𝐢𝐧𝐠 is a strategy where you invest a fixed dollar amount on a regular basis - regardless of whether the market is up or down. But, does 𝐃𝐨𝐥𝐥𝐚𝐫-𝐂𝐨𝐬𝐭-𝐀𝐯𝐞𝐫𝐚𝐠𝐢𝐧𝐠 work?? If you have a pile of cash, are you better ripping the…
Things you should know about your 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬 (RSUs). •They are taxed as supplemental income when they vest. •Most employers sell a portion of your vested shares to withhold tax on your behalf. 𝐓𝐡𝐞 𝐚𝐦𝐨𝐮𝐧𝐭 𝐰𝐢𝐭𝐡𝐡𝐞𝐥𝐝 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫…
Choosing beneficiaries seems very simple, but it can become very messy if you haven’t thought through all of the “what if” scenarios. The mistakes I see most commonly when electing beneficiaries: 1. No election - this is an easy fix 😃 2.Outdated elections - also an easy fix…
Vladyslav Blahun @vladyslavblahun
56 Followers 915 Following I design websites for advisors, empowering them to bolster their credibility and inspire trust.
Vita Ferdinand @sr18806bb
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iuxuqcbc5i7e @x5xeg2n27
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Evan Drury ChFC® @evanpdrury
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Matthew J. Cordes, EA @cordes_tax
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Zach Melloh @_zachmelloh26
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Austin England, CFP® @austinsengland
184 Followers 979 Following 📝 at the https://t.co/8fvlDSA7GR 🧮 Financial planner for families with kids https://t.co/upgGx8frQ5 🤝 partner with financial planners https://t.co/h4pvN9PbsE
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Jenny Rozelle @jennyrozelle
4K Followers 666 Following Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
AileenRoumier @Emily_roumier
2K Followers 3K Following From France🇫🇷~@WineSpectator Winery Brand Manager , Inclusivity and mental health, positivity in life, diversity investors #NVDA fan s🇺🇸🇺🇸
Make money easily @80FiHb2XJkj53
10 Followers 573 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Shelu @Shelu887762
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LeAnne @_leannekey
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Abby Coons @abbydorsett
1K Followers 1K Following Sales gal @salesforce | Dog Momager | Living a life full of GRACE | Proud @butleru & @LinkedIn alum
middlewaves @middlewaves
928 Followers 557 Following Destination music festival in Downtown Fort Wayne, IN. Live music acts, food trucks, drinks, interactive art and vendor village.
Kasey McKenney @kmckenne1
33 Followers 152 Following On a continual search for the best cup of black coffee paired with the perfect view. Travel junkie. Proud IU alum and DT Indy Supporter.
Josh Huddlestun @joshhuddlestun
269 Followers 603 Following father of 3. Hobart city councilman. sports fanatic. part time color analyst. horrible sports gambler.
Josh Huddlestun @JoshauaH
1 Followers 4 Following Retail Banking Coordinator Community Banker Helping my clients reach their true potential
Zlatka Meckaroska @goldenmeckaro
163 Followers 2K Following I live In my own little world, but it's ok they know me here ☀️
Karen Roth @KarenRo88981606
16 Followers 138 Following I'm a survivor! My faith is strong so are my family and friends.
Wabash Careers @WabashCareers
1K Followers 1K Following LITTLE GIANTS. BIG RESULTS. Visit us in Arnold House for resume reviews, internships, jobs, and grad school resources.
brandy gallas @BrandyGallas
61 Followers 532 Following crazy awesome. . I wanna share my budget fashion secrets and want to know yours! !
Andrea Mize @CoachAndreaMize
4K Followers 2K Following Head Women’s Basketball Coach at Lincoln University (MO)~Former HC @ College of Central Florida ~Indiana University Womens Basketball Alumni 15' #BuiltDifferent
Nathaniel Tribby @islandboynt
28 Followers 322 Following
Kelsey Weber @Kelsey_Weber
65 Followers 102 Following
Francis O’Brien @PapaMerk
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David Bradley @10rg3redskins
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Ryan Newell @Ryan_Newell7
292 Followers 1K Following Golf•God•Country•Family•Common Sense••REALITY! Not necessarily in that order…
Lara Heritage @gottasing2
85 Followers 438 Following Happily married with a beautiful 24yr old daughter. I love musicals, reading, tv shows, movies and everything Hollywood!
Jonas @Jonasreed11
337 Followers 309 Following
cheryl a wagner @cherylawagner1
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Angel BreAnnॐ☥☪.. @naomianderson60
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Sphinx Club @TheSphinxClub
859 Followers 362 Following Keepers of traditions and keeping Wabash united. Current holders of the Monon Bell. #WAF #DingDing 🔔🔴⚪️
the goose @ezio3269
43 Followers 354 Following Multi talented individual, always see the future ya tu sabes ! website coming soon. u still have a ways to go
American Party Time @AmericanPartyTm
853 Followers 2K Following Central Indiana's premier party rental service. Call (765) 453-6020 to upgrade your event today!
Casey Wright @caseyewright1
83 Followers 388 Following
Addrian Frederick @A_team31
171 Followers 308 Following
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Evan Drury ChFC® @evanpdrury
812 Followers 147 Following Financial Advisor - Financial Planning - Guiding you through a simple three step process to prepare for the future while enjoying today. Tweets ≠ advice.
Matthew J. Cordes, EA @cordes_tax
8K Followers 3K Following Husband. Father. Small town tax pro. Fan of smoked meats, #DadJokes & #TaxTwitter Tweets≠tax advice. Millennial Boomer. #FreshPAC2024 - Micah 6:8
Indiana Estate & Elde.. @INEstateLaw
1K Followers 760 Following Peace of mind starts here.📍 Offices in Indiana: Fishers, Rockville, and Wabash. Tweets are not intended as legal advice.
Matt Laciskey, CFP®,.. @MattLaciskey
2K Followers 246 Following Helping Millennials & Gen Z with Equity Comp Simplify Money | Tweets ≠ Advice
Matthew Garasic, CFP�.. @Matthew_Garasic
5K Followers 246 Following I Help Executives with Equity Comp Make Work Optional | Founder @UnrivaledWM | Co-host of the Becoming Work Optional Podcast | Tweets≠advice
Current in Carmel @CI_Carmel
11K Followers 357 Following Current in Carmel is a weekly, local newspaper serving Carmel, Indiana since 2006. Text CURRENT to 317489444 for news delivered to your phone.
Austin England, CFP® @austinsengland
184 Followers 979 Following 📝 at the https://t.co/8fvlDSA7GR 🧮 Financial planner for families with kids https://t.co/upgGx8frQ5 🤝 partner with financial planners https://t.co/h4pvN9PbsE
Max Pashman CFP® �.. @maxpashman
4K Followers 377 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.
Zach Melloh @zachmelloh26
6K Followers 743 Following I Help High Earners Craft Financial Plans, Plan for Tax-Events, Minimize Estate Tax, & Invest Tax-Efficiently | CFP Candidate | DM’s Open | Tweets ≠ Advice
Jenny Rozelle @jennyrozelle
4K Followers 666 Following Estate & Elder Law Attorney / Owner of @INEstateLaw. ⚖️ Not legal advice. 🚨 Host @LegalTeaPodcast. 🎧 Owner @IndyFiduciary. 💌 Live on a cattle farm. 🐮
Rachael Camp, CFP® @camp_wealth
23K Followers 272 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.
Mark Cecchini, CFP® @markcecchini
5K Followers 699 Following 11 yrs serving HNW/UHNW clients & building RIA firms⬩Principal Advisor @Compound⬩Instructor Tax & Ethics @UCLA PFP⬩Tweets ≠ Advice⬩Views are my own 👨🏻💻 💵
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
No Laying Up @NoLayingUp
462K Followers 439 Following Golf fanalysts. Podcast. #TourSauce founders. NLU Fam: @troncarternlu @bigrandynlu @ngschuNLU (merch ?'s) & @djpie. Tweets here by Soly. [email protected]
Anthony Calhoun 📺 @ACwishtv
21K Followers 778 Following WISH-TV Sports Anchor | @SyracuseU alum🍊 | Emmy Winner | AC Golf Classic has raised over $3 million for inner city education in Indianapolis
Walt Bettinger @WaltBettinger
6K Followers 311 Following CEO & Co-Chairman of the Board of Directors of @CharlesSchwab #FinServ, #Leadership, #Innovation & #CustomerLoyalty Disclosures: https://t.co/pVAQ61Xgm3
Creative Planning @CPIWealth
9K Followers 12 Following Experience a richer way to wealth with award-winning service across a variety of financial disciplines. Why not give your wealth a second look?
Randy Frederick @RFrederickMedia
25K Followers 513 Following Founder: https://t.co/3e7WdWkjde / Former Managing Director of Trading & Derivatives at Charles Schwab
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33K Followers 1K Following Senior Editor @fansided @betsided. Host of the Bacon Bets Podcast. Gamblor giveth, Gamblor taketh away. 🇨🇦 living in NYC
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46K Followers 746 Following 📺 Betting analyst @tennisbets @YahooSports @vsinlive @betqlapp 🎙️ #StackOfStats on @wagertalk 📥 Rep: [email protected]
Peter Mallouk @PeterMallouk
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237K Followers 2K Following @wagertalk owner and host of "Bet on it". @kellymurrayshow @superbooksports @outkick plays tracked on @pikkitsports
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425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Adam Schefter @AdamSchefter
11.0M Followers 4K Following ESPN Senior NFL Insider. Interview & Podcast Requests: [email protected] Host of the Adam Schefter Podcast https://t.co/oz43ix5jZU
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6K Followers 5K Following I tweet if Cairo Santos misses a field goal or not. Formerly @DidParkeyMiss.
Ben Carlson @awealthofcs
256K Followers 718 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Larry Mayer @LarryMayer
20K Followers 580 Following https://t.co/8fj1Lt4Fn7 senior writer. Proud father. Lifelong fan of the 2016 World Series champion Cubs. Rob Riggle stunt double. Opinions are my own.
Kathy Jones @KathyJones
76K Followers 369 Following Chief Fixed Income Strategist, Schwab Center for Financial Research, Charles Schwab & Co., Inc. Disclosures: https://t.co/nt41hCywAE
Jeffrey Kleintop @JeffreyKleintop
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Donald J. Trump @realDonaldTrump
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68K Followers 287 Following The Schwab Center for Financial Research provides investors with research, perspective and guidance. Disclosures: https://t.co/OcmfPfkihy
Abby Coons @abbydorsett
1K Followers 1K Following Sales gal @salesforce | Dog Momager | Living a life full of GRACE | Proud @butleru & @LinkedIn alum
Meredith Barack @MeredithBarack
3K Followers 2K Following Journalist on pause enjoying the west coast | Former reporter/anchor in Chicago, Indy, Madison WI & Northern MI | Purdue Grad
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11K Followers 759 Following Cheerleader of badass women 💪🏼 Mrs. to @taylorkiel 💍 Mama 👧🏼👶🏼
Dave Portnoy @stoolpresidente
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33 Followers 152 Following On a continual search for the best cup of black coffee paired with the perfect view. Travel junkie. Proud IU alum and DT Indy Supporter.
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147 Followers 47 Following We are a 95 year old, Family owned and operated, custom cut butcher shop. https://t.co/G6esFJaMZc
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Charly Arnolt @CharlyOnTV
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Josh Huddlestun @joshhuddlestun
269 Followers 603 Following father of 3. Hobart city councilman. sports fanatic. part time color analyst. horrible sports gambler.
A hangover from the early days of COVID, the whiskey collection (bourbon, scotch, rye) has increased in popularity, and many have significant collections worth protecting… But how do you insure your collection against accidents? Here’s what you need to know:
if you are a small business owner and your employees' 401(k) investment menu looks anything like this... why we're past the point of this being the only option
Gray Moore did local club caddies proud! 🔥 Congrats on your windfall! 🤑 And a special thanks to Fleetwood for being such a gracious dude ✌️
Looking forward to the Agriculture Class Day with @HamCountyLead tomorrow! We’ll be spending most of the day at @BecksHybrids — which I’m really looking forward to. I can’t believe we’re nearing the end of the ten month program, which concludes in June. I’ll sure miss it!
We all pay into social security For w2 employees, 6.2% of your paycheck goes to it But only until $168,800 For all my high income earners out there This means once you cross that amount, you will be taking home more money Plan for this and use it for your goals!
"A Financial Advisor Can Not Help You With Tax Planning" Really? - We can manually perform tax loss harvesting - We can physically create asset location strategies - We can manually perform Roth Conversions and Backdoor Roths - We can manually wire money to your tax…
A team member just shared this with me: “Just signed a new client because our firm was more ‘warm and fuzzy’ than all of the other firms she talked to.” I’m 0% surprised. We hear this all the time. Be a human >>>
Obviously🔐in to finishing this journey with this incredible group of players, staff and fans which doesn’t leave⏰ for social media. However it’s come to my attention that there is a rumor that I had a conversation about my future plans as well as our players with a reporter.
To clear up any confusion I have not had a discussion on record or off record with ANYONE about what’s to come after this season. My focus and our teams focus is on Seton Hall and keeping the main thing the main thing. Look forward to seeing the Sycamore Faithful tomorrow night🏆
Congrats, Sycamores! 👏🏼
Welcome to Hinkle Fieldhouse, NIT! Rooting for in-state friend, Indiana State Sycamores (@IndStBasketball), and Big East friend, Seton Hall (@SetonHallMBB), tonight!
When I first got a little traction on this platform I really let the anti-advisor rhetoric bother me I engaged in a bunch of back-and-forth arguments with "no-win" outcomes If you're wondering why some of us get triggered by it, it's because of time periods like these It's ~2…
@CPATaxTeam Honestly, this is such an odd take. A good advisor focuses on capital appreciation and tries to avoid dividend and interest income (in a taxable account). I have no idea how much this account is up in relation to the S&P based on dividend and interest income.
@jennyrozelle @jeremy_coons1 I was in a signing today, discussing my notary obligations if I wanted to notarize my wife’s brother’s wife’s signature in Massachusetts. The answer is now crowdsourced!
@jeremy_coons1 I have seriously thought about our conversation on this a million times! LOL
@adamislucky @jeremy_coons1 LOL - I was Camp A, until Jeremy called my attention to it, then I was like, "Waiiiiit - you're right...." 😂
@jennyrozelle @jeremy_coons1 The people are wrong. I'm in Camp B
GF yesterday: “How is the government allowed to take so much of my money?” GF today: Boiler UP 🚂 #Sweet16
The fact that the $3,000 capital loss deduction hasn't been adjusted for inflation since 1978 is mind boggling It would literally be > $14,000 today If you were in the highest fed bracket @ 37% That's $5,000 in taxes you'd save
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