Tamagni Wealth Advisors, LLC

11/03/2026

Some dreams are worth planning for!

One of our clients recently checked a major item off of their bucket-list with a once-in-a-lifetime trip and safari adventure in South Africa at the Kruger National Reserve and along the Zambezi River Between Zambia and Zimbabwe! Through thoughtful financial planning, saving, and communication, we were able to help turn a lifelong dream into a reality. And this is just one example of why we love what we do at Tamagni Wealth Advisors: helping our clients make the most of their money so they can enjoy the experiences, adventures, and milestones that matter most to them. Because financial planning isn't just about preparing for the future; it's about bearing the fruits of your financial plan and making the most of today too!

10/27/2026

Our monthly blog discusses how Social Security benefits will increase by 3.6% in 2027 alongside expected changes to tax brackets, standard deductions, and more, making year-end financial planning important! Read more in the link below!

10/20/2026

Yesterday was a fun day participating in the 2nd Annual Average Joe’s Golf Classic benefiting the Joe Andruzzi Foundation at Segregansett Country Club! It was wonderful to enjoy a beautiful round of golf, great company, and community while supporting such an important cause. The foundation provides financial assistance to cancer patients to help ease some of the burdens that come with an already incredibly difficult time. I'm grateful to have been part of an event that brings people together for something bigger than the game itself!

10/01/2026

As the end of the year slowly approaches, thoughtful charitable planning can help maximize the impact of your giving this season while potentially providing valuable tax benefits. Read more in our monthly blog below!

With a little planning, charitable contributions and tax benefits can work together. Here are three strategies to consider before December 31.

09/22/2026

🍂☀️Fall has officially arrived, but the TWA Coozie Adventure isn’t over just yet!🌎

Today marks the first day of fall, and while the flip-flops may be heading back into the closet, our campaign is still going strong into the new season! We want to see where your TWA coozie goes next; not just on vacations, but along for all of your favorite fall activities.🏈🍎🍁

Heading to a football game? Going apple picking? Taking a scenic drive to see the foliage? Enjoying a fall festival, tailgate, or cozy weekend getaway? Bring your TWA coozie along and snap a picture! 📸

Keep sharing your adventures, tag us, and use . Summer may be over, but there are plenty of places for TWA to go this fall!🍂🌎

So… where in the world will TWA be this fall? Let's keep this ball rolling together!

Here’s our end of Summer collection of TWA travelers in Florida, Massachusetts, Rhode Island, and more...

09/15/2026

There’s something special about weddings that reminds us what life is really about: love, family, friendship, and the people we choose to share our lives with. I had the privilege of celebrating a wedding about a week ago, and it was a wonderful reminder that some of life’s most meaningful moments are the ones we experience together. While we spend so much time planning for what’s ahead, it’s just as important to appreciate the people and moments we have today. That’s one of the things we value about financial planning; helping create a foundation that allows you to focus on the people and experiences that matter most!

09/01/2026

It's time to head back to school, but TWA’s summer adventures aren’t over just yet!🌎

It’s hard to believe we’ve already made it to September! As backpacks come out, routines return, and summer vacations wind down, we’re taking a look back at another incredible collection of destinations from our campaign.

From different states to different countries and everything in between, our TWA coozies have had quite the summer! A huge thank you to everyone who brought a coozie along for the ride and shared their adventures with us!

Here’s our latest lineup of TWA travelers and destinations...

-Picture 1: Zack T. in Barcelona, Spain
-Picture 2: Ava V. at Olympic Village in Park City, Utah
-Picture 3: Gabby M. in West Dennis, MA
-Picture 4: Gina T. at Sesuit Harbor in Cape Cod, MA
-Picture 5: Gina T. at High Octane Saloon in Laconia, NH
-Picture 6-7: Paul T. at Lake Ninevah & Fox Run Golf Club in Ludlow, VT

Summer may be winding down, but there’s still time for a few more adventures! Keep those photos coming and show us where TWA goes next!

08/27/2026

A 529 plan generally offers greater tax advantages, flexibility, and parental control for education savings. On the other hand, UTMA/UGMA accounts provide broader spending flexibility but ultimately give control of the assets to the child. Read more about this in our blog linked below!

For families thinking ahead to college costs, two savings vehicles come up most often: the 529 plan and the UTMA/UGMA custodial account.

08/04/2026

Our campaign keeps growing, and we couldn't be more excited to see where your travels are taking you! From scenic coastlines and mountain views to family vacations, local hidden gems, and everything in between, our TWA coozies have been making memories all over the map!

A huge thank you to everyone who has participated so far; we love following along with your summer adventures! Here's our latest roundup of destinations and travelers...

-Picture 1: Joanne D. at Temple Bar in Dublin, Ireland
-Picture 2: Freddy V. in Milford, MA
-Picture 3: Amy T. at Cisco Brewery in Boston, MA
-Picture 4: Sean M. in Summerville, SC
-Picture 5: Kelley S. in Chatham, MA
-Picture 6: Brianna M. in Milford, MA
-Picture 7: Ava V. in Boston, MA

If your TWA coozie hasn't had its photo taken yet, there's still plenty of summer left! Bring it along on your next adventure, snap a picture, tag us, and use . We can't wait to see where TWA travels next!

07/28/2026

Our blog this month discusses the new Trump Accounts that are now live. Click the link below to learn more about what they are and how they work!

If you've been hearing about