Client Success Story! 46k Refund😲

_{In this week's newsletter:}

• Latest Good News: Client Success Story! 46k Refund🙌🏽

• Birthday Celebrations: Celebrating the Life & Light of Aisha Wilson

• Education: How Strategic Planning Turned MJ’s Tax Burden into a Big Win( 46k Refund😲)(video)

• Industry News: What Time Is the Tax Deadline?

• Lifestyle Tips: 8 Family Vacation Ideas for Any Budget

I'm Speaking at the Wealthy Woman's Group Today! 🎉 

Happy Winsday,

I pray you're doing well.

What time is it?👂🏽

GOOD NEWS TIME!!!🎉🎉

I have to share this recent win that truly reminded me why I do what I do.

Last year, I met MJ — a 63-year-old sales manager for a Fortune 500 company — during one of our employer financial wellness workshops.

Despite earning over $400K annually, MJ was paying more than $100K in federal taxes each year… and still writing a big check at tax time.

His longtime advisors had never mentioned tax strategies, and his accountant was simply filing returns — no proactive planning, no savings.

But through my G.O.O.D. News Retirement Process™, we uncovered opportunities that had been hiding in plain sight — including a charitable giving strategy that fit perfectly with what MJ was already doing.

We worked with a trusted tax preparer to file his taxes, and the results were incredible:

MJ cut his taxes in half and received a $46,000 refund — all while supporting the causes he cares about and avoiding capital gains on appreciated stock.

This is what strategic financial guidance looks like — and I’m so proud to be a part of MJ’s story.

Want to learn more about the exact strategies we used?

Watch the full video below

If you’ve ever wondered if you're overpaying in taxes or missing opportunities to build wealth more efficiently, let’s talk.

Your success story could be next!!🙌🏾✨

Celebrating the Life & Light of Aisha Wilson🎉

This Friday, April 18th, we’re taking a moment to celebrate one of our valued clients, Aisha Wilson, on her birthday.

Aisha is a kind and driven woman who brings thoughtfulness and professionalism to all she does.

It’s been a pleasure having her as part of the Good News Financial family, and we’re grateful for the opportunity to support her journey.

Please join us in wishing Aisha a joyful and fulfilling year ahead, filled with continued success, good health, and happiness.

Happy Birthday, Aisha! 🎉

📖Money Motives Education

***This Week***

 In this installment, we'll explore

“How He Cut His Taxes in HALF! (46K Refund)”

In a world filled with negative headlines about economic struggles and market volatility, we focus on the positive aspects shaping our financial landscape.

"Money Motives" aims to change the narrative with fresh perspectives on money and investments.

Tune in every Wednesday for a new installment of Good News from the World of Finances. Grab your pen and notepad, and join us for some financial inspiration!

Was this info helpful? Please reply….

We're happy to introduce our new app, brimming with tools to revolutionize your financial management.

Dive into budgeting features, stay informed with insightful articles, and utilize our arsenal of calculators tailored to diverse financial scenarios.

Need guidance? Our coaching and support services are at your fingertips. Track and conquer your debts effortlessly with our debt tracker.

Plus, unlock a wealth of knowledge with our comprehensive courses and much more!

Embark on your journey toward financial freedom today by clicking the button below to register for our free 30 day trial period to check it out! No credit card required. :-)

What Time Is the Tax Deadline?

Think You Know the Tax Deadline? Think Again.

Missing it could cost you penalties, interest, and a whole lot of stress.

Whether you're a business owner, high-income earner, or just trying to stay ahead of the IRS — knowing exactly when your taxes are due this year is crucial.

Read the full article to learn the official tax filing deadline, how to avoid late fees, and what to do if you need more time.

Eight Family Vacation Ideas for Any Budget

Planning a family vacation doesn’t have to mean blowing your budget.

Whether you're saving for retirement or just being mindful of expenses, it is possible to create lasting memories without overspending.

In this article, you can learn 8 family vacation ideas for every budget — from affordable staycations to smart ways to enjoy luxury for less.

Well thats it for this week, hope you found something valuable in this newsletter. Please share your Good News or anything you’d like me to include in our upcoming newsletter.

Please share with a friend and if you have any questions or comments just reply to this, it comes straight to me:-)

Have a blessed week till next time....

Kind Regards,

Advisory services are offered through Good News Financial & Investment Advisors LLC, an Investment Advisor in the State of MD. Insurance products and services are offered through Affordable Benefits Solutions Inc, an affiliated company. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.