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Blog

Hands holding a small wrapped present
Kathleen Hall | May 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Elderly woman doing yoga in a park
Kathleen Hall | May 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More

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Plant City FL 33563

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kathleen@seditakilton.com

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. 

Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. 

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.  The return and principal value of investments will fluctuate as market conditions change.  When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index.  Past performance is not a guarantee of future results.  Diversification nor Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.

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