Cetera Wealth Partners- Shawn Millerick

Cetera Wealth Partners- Shawn Millerick Understanding of the financial concepts behind retirement, wealth preservation & investing. Cetera is under separate ownership from any other named entity.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser.

Ready to start the new year strong? Then finish this year strong. Update your budget, refresh your estate plan, and expl...
12/29/2025

Ready to start the new year strong? Then finish this year strong. Update your budget, refresh your estate plan, and explore income growth opportunities. Your future self will thank you.

Merry Christmas!
12/25/2025

Merry Christmas!

12/19/2025

❄️Winter is a beautiful season, but it can also be demanding on your body and mind.

Between shorter days, colder temperatures, and packed schedules, remember to prioritize your well-being. A little self-care goes a long way during the busy holiday season.

You’ve got this.

12/02/2025

🌍 It's Giving Tuesday!

A global celebration of generosity and community. Whether you're donating time, money, or kindness, every act counts.

Let today be a reminder that even the smallest gestures can make a meaningful difference.

🖥️ Cyber Monday is here 🖥️Online deals are everywhere, but so are digital risks.Before diving into the sales, take a mom...
12/01/2025

🖥️ Cyber Monday is here 🖥️

Online deals are everywhere, but so are digital risks.

Before diving into the sales, take a moment to pause and protect your personal info. Smart shopping means staying aware, not just scoring the best price.

Stay safe out there! 💳

🦃 Happy Thanksgiving from Cetera Wealth Partners! 🦃Today, we take a moment to reflect on what we’re most grateful for — ...
11/27/2025

🦃 Happy Thanksgiving from Cetera Wealth Partners! 🦃
Today, we take a moment to reflect on what we’re most grateful for — and at the top of that list is you.

Thank you for the trust you place in our team, for the conversations we share, and for allowing us to walk alongside you as you plan for your future. It is truly an honor to support you, your families, and your goals throughout the year.

As you gather with loved ones, we hope your day is filled with warmth, peace, and meaningful moments — and maybe even a little inspiration for the year ahead.

From all of us at Cetera Wealth Partners, we wish you a beautiful and joyful Thanksgiving.
🍁 We are grateful for you — today and always.

The IRS has released the 2026 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, ...
11/21/2025

The IRS has released the 2026 contribution limits for workplace retirement plans, including 401(k) plans, 403(b) plans, most 457 plans, and the federal Thrift Savings Plan.

Here’s what’s changing:
▪️Employee contribution limit: $24,500 for 2026 (up from $23,500 in 2025)
▪️Catch-up contribution (age 50+): $8,000 for 2026
▪️Special catch-up (age 60–63): $11,250, unchanged from last year

These annual adjustments reflect updated IRS thresholds and may influence how individuals approach their savings goals for the upcoming year.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.


Source:

The IRS has announced higher 401(k) contribution limits for 2026. Here’s what savers need to know.

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable givin...
11/15/2025

The One Big Beautiful Bill (OBBB) Act, signed in 2025, introduces several new provisions that may shape charitable giving in the years ahead:
▪️Beginning in 2026, non-itemizers may deduct up to $1,000 ($2,000 for couples) for cash donations to qualified charities.

Some limits apply, so it may be a good time to discuss the changes with your tax, legal, or accounting professional.

Policy Giving Impact

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer off...
11/12/2025

Charitable giving has ripple effects across communities. Nearly 1 in 3 donors say they'd give more if their employer offered a match, and 84% say they're more likely to give when matching is available. Awareness can make all the difference.

Impact Gifts Support

Today, we pause to honor the brave men and women who have served our country with courage, dedication, and sacrifice. Yo...
11/11/2025

Today, we pause to honor the brave men and women who have served our country with courage, dedication, and sacrifice. Your service protects our freedoms, strengthens our communities, and inspires generations.

To all veterans — past and present — thank you for your leadership, resilience, and unwavering commitment. Your courage and selflessness remind us of the true meaning of service.

Let’s take a moment to show our gratitude. ❤️

Tag a veteran you’re thankful for below and share your appreciation! 👇

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over ...
11/09/2025

Giving doesn't just come from institutions. In 2023, individuals accounted for 67% of all charitable contributions—over $374 billion. Small acts of generosity may add up to something much larger.

Impact Back

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10...
11/07/2025

Corporate giving plays a major role. About 65% of Fortune 500 companies offer matching gift programs, yet between $6–$10 billion in eligible matching funds go unclaimed each year. That means donor generosity may go further than many realize.

Giving Gifts Giving

Address

6 Loudon Road, Suite 403
Concord, NH
03301

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+16037159090

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