Time for Tax Planning

As we approach the final quarter of the year, now is the ideal time to review your financial situation and take proactive steps to minimize your 2025 tax liability.

Strategic year-end tax planning can help you:

• Maximize deductions and credits
• Defer or accelerate income
• Make the most of retirement contributions
• Review capital gains and losses
• Prepare for any upcoming tax law changes

Why plan now?

Waiting until the last minute can limit your options. By reviewing your finances early, we can help identify opportunities and tailor strategies specific to your personal or business situation—before the December 31st deadline.

Let’s Talk

If you'd like to schedule a year-end planning session, please contact us as soon as possible. Appointment times fill up quickly this time of year!

We look forward to helping you close out the year with confidence and peace of mind.

Medicare Open Enrollment Season

Changes to Medicare plans are coming—Open Enrollment is your opportunity to make sure you’re in the plan that fits you best.

If you’re on Medicare, you may have recently received a letter saying your current Medicare plan is changing—or in some cases, even going away. That can feel overwhelming, but you don’t have to navigate it alone. Andrea True, our Certified Medicare Agent, is here to walk you through your options and help you find the plan that’s right for you.

Medicare Open Enrollment runs October 15 through December 7. To review your options or get guidance, contact Andrea at atrue@alliedfinancialservices.com, 585-410-6733 ext. 103, or click here to schedule an appointment online.

Webinar: October 22 @ 4:00 PM

Creating Retirement Income During Uncertain Times

Allied Financial Services, Inc., invites you to our Monthly Webinar: Creating Retirement Income During Uncertain Times.

We welcome everyone to join these ongoing, monthly conversations where we explore strategies for creating retirement income in today’s unpredictable environment.

Our next event will be on Wednesday, October 22 at 4:00 PM.

Click Here to Register

Track Your Refund

Community Support at Allied

At Allied, we believe in giving back, and we're proud to make a difference through our ongoing support of local initiatives. Sponsorships we will be providing this month include:

• Genesee Valley Hunt Races

These contributions are made possible by the trust and support of our clients. Thank you for helping us create a lasting positive impact in the communities we serve. We’re grateful for your partnership, and we look forward to continuing to support initiatives that drive meaningful change.

Let's Keep In Touch...

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We are constantly sharing educational insights, exciting firm updates, and other noteworthy news on our Facebook and LinkedIn pages. Don't miss out—follow us today to stay in the loop!

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Oneonta | (607) 432-3462

Perry | (585) 237-3887

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

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