Novin Cannon Financial Group

Novin Cannon Financial Group We live in the details of your wealth so you can focus on your well-being and living an extraordinar OSJ: 52 FOREST AVE, PARAMUS NJ, 07652, 201-8437700.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. NOVIN CANNON FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardia

n. Not practicing JD for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 1904266. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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03/31/2026

The tax landscape has stabilized, giving wealthy families an opportunity to move away from reactive decision-making and redirect their attention toward planning.

03/25/2026

Many women internalize the message that financial caution equals competence, which damages their long-term financial security. It's time to stop playing it safe

What if your most expensive tax decision in 2026 happens long before you file your return?Tax prep looks backward; tax s...
03/17/2026

What if your most expensive tax decision in 2026 happens long before you file your return?
Tax prep looks backward; tax strategy looks ahead, and that gap is where real after-tax outcomes get decided.

A few high-impact levers to keep on the radar:
➡️ When Income Lands: Timing bonuses, self-employment income, and retirement distributions can help manage brackets.

➡️ How You Might Save: Consider taking advantage of the higher 401(k) limits in 2026 and catch-up provisions—but be sure to look into whether you need to use a Roth for those catch-up contributions.

➡️ Where Giving Shows Up: New rules change how charitable gifts and Adjusted Gross Income (AGI) limits work together.

➡️ What You Do in Down Markets: Tax-loss harvesting can turn volatility into a tool, not just noise.

➡️ With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Preparing year-round can help shape future cash flow, flexibility, and choices.



Sources:
➡️ https://www.affiancefinancial.com/news/tax-planning-or-tax-preparation-which-do-i-need
➡️ https://www.bdo.com/insights/tax/irs-issues-final-catch-up-contribution-regulations-for-salary-deferrals-in-retirement-plans
➡️https://www.irs.gov/pub/irs-drop/n-25-67.pdf
https://silvertaxgroup.com/donor-advised-funds-strategy/
➡️ https://www.fidelitycharitable.org/guidance/charitable-tax-strategies/bunching-charitable-donations.html
➡️ https://www.bankrate.com/retirement/convert-to-roth-ira/

Ladies - thinking about a new career?
02/27/2026

Ladies - thinking about a new career?

Do you feel like you won't be able to sustain what you're doing for the next 20 years? Maybe it's time to take an honest look at what's draining you, what energizes you and what kind of life you want 20 years from now.

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.
12/03/2024

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.

A look at the new, record-high retirement contribution limits from the IRS.

As Rosh Hashanah approaches, I'm reminded of the powerful themes of renewal and reflection that this holiday brings. It'...
10/01/2024

As Rosh Hashanah approaches, I'm reminded of the powerful themes of renewal and reflection that this holiday brings. It's a time to take stock of our lives and set intentions for the year ahead.

May this new year bring you joy, growth, and fulfillment in all aspects of your life. Each new beginning is an opportunity for positive change and personal development.

Wishing you and your loved ones a sweet and meaningful New Year. Shana Tova!

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Montville, NJ

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