McLaughlin Private Wealth

As Women’s History Month comes to a close, we’re celebrating the talented women of McLaughlin Private Wealth by sharing their insights and experiences. Today, we also want to highlight Veronica Yates, Practice Management Associate, whose journey at MPW is a testament to growth, leadership, and impact.💞 We asked Ronni: “What’s one thing you wish more people knew about the work you do at McLaughlin Private Wealth?” “My role at MPW is diverse and has evolved significantly from where I started eight years ago as an Administrative Assistant. That’s the first thing I would want people to know—I am proof that ‘you have the power to shape your own path’ at MPW. With a desire to grow, I actively sought out and took on more responsibilities, redefining my role along the way. In doing so, I have become an integral part of the firm, both inside and out. Most of our clients know me as a primary point of contact for many service-related needs—whether it’s scheduling, account access, or other requests that ensure a seamless and personalized experience. I take pride in building strong, trusting relationships so our clients always feel supported and valued. What many people don’t realize is how much of my work happens behind the scenes. Beyond client service, I play a key role in the firm’s day-to-day operations focused on many aspects of running the business of our business including streamlining processes, enhancing efficiencies, and ensuring everything runs smoothly.  My work touches many areas of the firm reinforcing the foundation that allows our team to deliver the highest level of service.  I like the mix of external and internal focus as it provides me the opportunity to truly understand what matters and how my unique abilities can contribute to our success.” Join us in celebrating the women of McLaughlin Private Wealth who make a difference every day! #McLaughlinPrivateWealth #PrepareforTomorrow #LiveforToday #WomensHistoryMonth #WomeninFinance #FemaleLeaders #FemaleEmpowerment #ProfessionalSuccess 

Women’s History Month is a time to celebrate the voices, experiences, and contributions of women across the world.💓 As March comes to an end, we asked the women of McLaughlin Private Wealth, “What’s the most valuable lesson you’ve learned in your career?” Monica Lupinetti, Partner and Private Wealth Advisor, shares: “I never questioned the thought that I would have a career, nor that I would get married, have children, and raise a family. Not once did I view those aspirations as incongruent. The most valuable lesson I have learned in my career is that it is okay to be human and to bring your personal experiences into your work life – instead of making you weak, it makes you more relatable.   We often talk to clients about their families, and we all have our issues and concerns. Money alone does not buy happiness, but it goes a long way toward ensuring financial security for the people you love, and if handled well, it greatly reduces stress. I have learned in my career that we are in the family stress management business, and that is very fulfilling.” #McLaughlinPrivateWealth #PrepareforTomorrow #LiveforToday #WomensHistoryMonth #WomeninFinance #FemaleLeaders #FemaleEmpowerment #ProfessionalSuccess 

As Women’s History Month comes to a close, we want to shine a light on the incredible women on our team whose dedication, integrity, and pursuit of excellence inspire us every day.     Today, Linda L. McLaughlin, RICP®, Partner and Chief Operating Officer of McLaughlin Private Wealth, answers the question, “What's the most valuable lesson you've learned in your career?”     💗 Linda’s Response:     “Always do the right thing, even when no one’s watching. Every choice has a consequence and integrity should always prevail. When faced with tough decisions, trust your moral compass – you’ll never regret leading with honesty and doing what is right.”     “Another lesson is to recognize that your authenticity can be your greatest strength.  People can sense when a person is not genuine and, truth be told, wouldn’t you rather work alongside people who are real, caring and supportive?  Success is never a solo journey – it’s built alongside the people who lift you up and who you support, so never underestimate the power of gratitude. Leading with gratitude can inspire others to do the same, creating a circle of positivity.”        #McLaughlinPrivateWealth #PrepareforTomorrow #LiveforToday #WomensHistoryMonth #WomeninFinance #FemaleLeaders #FemaleEmpowerment #ProfessionalSuccess 

At McLaughlin Private Wealth, we implement tax-efficient investing and planning strategies year-round so our clients can maximize savings when Tax Day arrives.    For this year, Tax Day is around the corner. Whether you're finalizing your tax return, making last-minute contributions, or preparing for the year ahead, now is the time to take action and ensure you’re making the most of available opportunities.   Key Deadlines & Considerations:   ✔️ Individual Tax Returns (Form 1040): Federal income tax returns and payments for the 2024 tax year are due. If you need more time, you can file Form 4868 for an extension until October 15. But remember, an extension to file does not extend your deadline to pay any taxes owed.   ✔️ Estimated Tax Payments (Q1 2025): If you make quarterly estimated payments, your first installment for 2025 is also due on April 15. This applies to individuals with self-employment income, investments, or other earnings not subject to withholding.   ✔️ IRA, Roth IRA & SEP IRA Contributions: April 15 is the last day to make 2024 contributions to traditional and Roth IRAs. SEP IRA contributions for self-employed individuals and business owners can be made until the tax filing deadline, including extensions if filed. A Roth IRA offers tax-free growth for retirement, while a traditional or SEP IRA may provide a tax deduction.   ✔️ Health Savings Account (HSA) Contributions: If you have an HSA, you can still contribute for the 2024 tax year until April 15. Contributions are tax-deductible, and withdrawals for qualified medical expenses are tax-free!   ✔️ Corporate & Trust Tax Filings (Forms 1120 & 1041): Calendar-year C corporations and trusts/estates must file their tax returns by April 15 or request an extension to avoid penalties.   ✔️ Gift Tax Return (Form 709): If you made gifts in 2024 exceeding the annual exclusion limit (increased to $18,000 per recipient in 2024), you may be required to file a gift tax return.   Don’t let tax season pass without meeting these deadlines and exploring strategies to reduce your tax liability this year and going forward.    #McLaughlinPrivateWealth #PrepareforTomorrow #LiveforToday #FinancialPlanning #WealthManagement #InvestmentManagement #TaxPlanning #TaxSeason #TaxDeadlines

At McLaughlin Private Wealth, we implement tax-efficient investing and planning strategies year-round so our clients can maximize savings when Tax Day arrives.    For this year, Tax Day is around the corner. Whether you're finalizing your tax return, making last-minute contributions, or preparing for the year ahead, now is the time to take action and ensure you’re making the most of available opportunities.   Key Deadlines & Considerations:   ✔️ Individual Tax Returns (Form 1040): Federal income tax returns and payments for the 2024 tax year are due. If you need more time, you can file Form 4868 for an extension until October 15. But remember, an extension to file does not extend your deadline to pay any taxes owed.   ✔️ Estimated Tax Payments (Q1 2025): If you make quarterly estimated payments, your first installment for 2025 is also due on April 15. This applies to individuals with self-employment income, investments, or other earnings not subject to withholding.   ✔️ IRA, Roth IRA & SEP IRA Contributions: April 15 is the last day to make 2024 contributions to traditional and Roth IRAs. SEP IRA contributions for self-employed individuals and business owners can be made until the tax filing deadline, including extensions if filed. A Roth IRA offers tax-free growth for retirement, while a traditional or SEP IRA may provide a tax deduction.   ✔️ Health Savings Account (HSA) Contributions: If you have an HSA, you can still contribute for the 2024 tax year until April 15. Contributions are tax-deductible, and withdrawals for qualified medical expenses are tax-free!   ✔️ Corporate & Trust Tax Filings (Forms 1120 & 1041): Calendar-year C corporations and trusts/estates must file their tax returns by April 15 or request an extension to avoid penalties.   ✔️ Gift Tax Return (Form 709): If you made gifts in 2024 exceeding the annual exclusion limit (increased to $18,000 per recipient in 2024), you may be required to file a gift tax return.   Don’t let tax season pass without meeting these deadlines and exploring strategies to reduce your tax liability this year and going forward.    #McLaughlinPrivateWealth #PrepareforTomorrow #LiveforToday #FinancialPlanning #WealthManagement #InvestmentManagement #TaxPlanning #TaxSeason #TaxDeadlines

They say “The Luck of the Irish” brings good fortune, but at McLaughlin Private Wealth we know that success isn’t just about luck—it’s built on expertise, dedication, and the strength of a great team who make it all happen.   Yesterday, we carried on our annual tradition of celebrating St. Patrick’s Day with a festive lunch filled with laughter, Irish music, and plenty of delicious Irish food—corned beef sandwiches, cabbage, shepherd’s pie, and those irresistible little Irish potatoes!   This year’s celebration included some special guests, one being our newest (and tiniest!) team member, Abigail Jean Reid, who arrived in full St. Patrick’s Day attire with her mom, Meaghan (McLaughlin) Reid, CFP®, CPA. And, while Adam Elover, CFA®, CPWA® couldn’t join us for the festivities, he was certainly with us in thought!   Grateful for this amazing group and the strong relationships we build every day—with each other and with our clients. Wishing you good luck, great company, and maybe even a pot of gold at the end of the rainbow!   #McLaughlinPrivateWealth #StPatricksDay #StPattysDay #LuckoftheIrish #LuckyToHaveThisTeam #BuildingSuccessTogether #TeamMoments

Tomorrow, we celebrate International Women’s Day, a time to recognize the strength, resilience, and achievements of women everywhere. At McLaughlin Private Wealth, we are deeply committed to supporting independent women as they navigate life’s financial transitions—whether facing widowhood, divorce, or simply seeking clarity and empowerment in their financial future. As we honor the contributions of women today and every day, we remain dedicated to advocating for their financial security and independence, helping them make informed, confident decisions about their wealth. #McLaughlinPrivateWealth #MPW #PrepareforTomorrow #LiveforToday #WealthManagement #InvestmentConsulting #FemaleEmpowerment #IndependentWomen #InternationalWomensDay

At McLaughlin Private Wealth, our Client Service Team is the backbone of our exceptional client experience. But what makes someone truly excel as a Client Service Associate? 🌟 Client-Centric Mindset: You genuinely care about building relationships and ensuring every client interaction is positive and productive. 🌟 Attention to Detail: Whether managing complex accounts or preparing reports, you’re meticulous and take pride in delivering flawless work. 🌟 Problem-Solving Skills: You’re resourceful, proactive, and thrive on finding solutions to challenges big and small. 🌟 Team-Oriented: Collaboration is key. You work seamlessly with advisors and other team members to exceed client expectations. 🌟 Adaptability: In a fast-paced environment, you stay organized and focused, always ready to pivot when priorities shift. 🌟 Relationship Development: You genuinely enjoy people and proactively nurture connections with clients, anticipating their needs and building trust over time. 🌟 Commitment to Excellence: You’re driven to go above and beyond, always striving for the highest standards in everything you do. A Client Service Associate isn’t just responsible for managing tasks—they are a partner to clients and a critical contributor to the success of the firm. If this sounds like you, we’d love to meet you! We are currently expanding our Client Service Team. Apply today and take the next step in your career with McLaughlin Private Wealth: https://lnkd.in/ebQcmhnK. #McLaughlinPrivateWealth #JoinOurTeam #WeAreHiring #Hiring #FinancialServices #WealthManagement #SeniorClientServiceAssociate #ClientService #CareerGrowth

Presidents’ Day is about reflecting on the vision, leadership, and dedication of those who have shaped our nation. Just as great leaders make decisions with the future in mind, building a meaningful legacy - whether for a nation, business, or family - takes thoughtful planning and purpose. Today, we celebrate the lessons of the past and the opportunities ahead. Wishing you a Happy Presidents' Day from McLaughlin Private Wealth! #McLaughlinPrivateWealth #MPW #PrepareforTomorrow #LiveforToday #PresidentsDay #UnitedStatesofAmerica #Leadership #Vision #Legacy #Reflection #Opportunities

Join Our Team at McLaughlin Private Wealth! 🌟    Are you ready to take your career to the next level? McLaughlin Private Wealth is looking for a Senior Client Service Associate and Financial Planner to join our growing team!    If you’re detail-oriented, client-focused, and thrive in a fast-paced environment, we’d love to hear from you! Apply today and discover why McLaughlin Private Wealth is the perfect place to grow your career: https://lnkd.in/ebQcmhnK.     #McLaughlinPrivateWealth #WeAreHiring #Hiring #JoinOurTeam #CareerOpportunities #CareerGrowth #WealthManagement #ClientService #FinancialPlanner