Jenevieve J. Lenz, MBA

04/09/2025

As I stepped out the door and was greeted by the fluctuating spring temperatures, it reminded me of the ever changing political roller coaster ride, along with new tariffs rattling the financial markets, and that staying on top of your financial habits is more essential than ever.

Many of you will be completing your taxes this next week. It a good time to consider creating new financial habits based on the amount you owe or receive. This may be critical to your future financial wellness.

Remember, a big part of your success is being tax mindful and having the right support. It's not what you earn, but what you keep that matters!

If you are benefiting from the help of a good accountant, then these tips are likely already part of your tax season plan.

However, some of these Tax Deductions Are Easily Missed When Filing Your Taxes.

Some items to consider are:

- Plug-In Electric Drive Vehicle Credit:

- Out-of-pocket charitable donations

- Retirement Plans Startup Costs Tax Credit:

- Child and dependent care credit

(ask your tax professional about the above)

If you feel you've outgrown your current tax professional and need a new connection to accountants, bookkeepers or tax professionals who can support your unique needs; message me here for recommendations.

If you are all set this tax season, but are looking to improve your long term savings and tax efficiency...save the date and join me for timely planning tips on Thursday, April 24th at 1pm EST

Register here: https://www.library-messages.com/7f6ccd92-5d59-4418-a709-5d54d8813055/events/your-money-savings-key-investment-tips-in-2025-must-knows-during-volat

02/04/2025

I hear women say "I wish someone had told me that 20 years ago" when I share crucial planning ideas and key insights with them in our meetings.
Here is your chance to find out now in your 30s, 40s or 50s what many 60 and 70 year old women wish they new decades ago.

IMPROVE your TOMORROW!
Get EDUCATED first!

Are you worried that you don't have your financial plan in order?
💵 Do you have financial concerns that keep you up at night?
💵 How to prepare for better saving, more aware investing?
💵 Are you responsible for aging parents or need to support their needs?

Be "In The Know" and attend this life changing webinar from your office, home or car (while not driving of course)

Thursday, February 13th at 2pm EST (session repeats at 8pm EST)

What You'll Learn:

➡️ Top five financial concerns and steps to resolve them
➡️Best ways to save and earn more in 2025
➡️Tips to maximize your health & financial balance
➡️Protect your income and future savings
➡️Resources for aging adults you care for and love

Reserve your time for this key education session below.
https://lnkd.in/eJUViJbG

Freedom

02/04/2025

I hear women say "I wish someone had told me that 20 years ago" when I share crucial planning ideas and key insights with them in our meetings.
Here is your chance to find out now in your 30s, 40s or 50s what many 60 and 70 year old women wish they new decades ago.

IMPROVE your TOMORROW!
Get EDUCATED first!

Are you worried that you don't have your financial plan in order?
💵 Do you have financial concerns that keep you up at night?
💵 How to prepare for better saving, more aware investing?
💵 Are you responsible for aging parents or need to support their needs?

Be "In The Know" and attend this life changing webinar from your office, home or car (while not driving of course)

Thursday, February 13th at 2pm EST (session repeats at 8pm EST)

What You'll Learn:

➡️ Top five financial concerns and steps to resolve them
➡️Best ways to save and earn more in 2025
➡️Tips to maximize your health & financial balance
➡️Protect your income and future savings
➡️Resources for aging adults you care for and love

Reserve your time for this key education session below.
https://lnkd.in/eJUViJbG

08/01/2024

I returned from our family holiday more delighted than ever to provide key education for women like you.

You're never too young or too old to have a plan, learn the key pitfalls to avoid and feel more confident about yourr savings, investments and the lifestyle you dream of when you're retired.

Join me Thursday, July 25th at 3-3:35pm EST.

INVEST in yourself and your future!

Join me for timely "free" education that provides "need to know" info for professional women building an optimized financial piture...
Register Here!
https://www.library-messages.com/7f6ccd92-5d59-4418-a709-5d54d8813055/events/summer-financial-wellness-your-future

08/01/2024

Have you reserved a seat yet?

RSVP today for Summer Time Financial Wellness Thursday, July 25th at 3-3:35pm EST!

It's going to be great and it's the perfect time to grab a pen or your tablet and take a great step to invest in your best financial future.

Don't miss this timely education that provides "need to know" info for professional women from 30-60 who want to build their optimized financial future.

https://www.library-messages.com/7f6ccd92-5d59-4418-a709-5d54d8813055/events/summer-financial-wellness-your-future

07/22/2024

I learned a lot on our recent trip to France - a lot about what women know and what they apprecaite. Women appreciate when others spend time with them "filling their cup."

I returned from our family holiday more delighted than ever to provide key education for women and those friends and family you care about!

You're never too young or too old to learn what your parents may have never shared with you, to have a plan, or to gain confidence about your financial future.

Come invest time in yourself this Thursday, July 25th!

This 35 minute webinar is the perfect length for timely education that provides "need to know" info for professional women and how to plan an optimized financial future...Join me!

25 July Summer Financial Wellness & Your Future! Description Did you know that there are many benefits of holistic planning? Many of us spend more time planning our summer vacation than our retirement lives.   We do not take the time to think about all the different influences and life events that...

07/04/2024

Happy 4th Of July from Rome!

The city of fabulous historic sites dating back to 72AD, exciting sculptures and architectural wonders, fabulous gelato and especially delicious Italian food.

02/14/2024

It's that special time of the year when we celebrate Love in all its forms.

Whether you're celebrating with a significant other, friends, family, or even treating yourself, there's something magical about Valentine's Day that can bring out the best in everyone.

Love is not just a feeling; it's a celebration of connections, affection, and cherished moments.

11/13/2023

Will you make it for the next power resources event
"Retirement & You 101" - Plan your best retirement BEFORE its too late?

Join me for the timely education many women have been asking for.

- Are you struggling to take action to plan your financial future?

- Have you experienced fear of taking even small steps toward planning retirement because you do not know where to start?

- Do you have a financial advisor, but it feels like something may be missing from your plan?

- Have you thought about ways to keep more of your hard-earned income and pay less tax in retirement?

If so, you’re not alone. Some of the busiest, most ambitious women struggle with these questions too.

Join me on Wed,. November 15th at 5pm EST

The 30-minute Webinar will give you four simple action steps you need to know now to plan for your best financial future.

https://www.library-messages.com/7f6ccd92-5d59-4418-a709-5d54d8813055/events/retirement-you-what-you-need-to-know-today

11/13/2023

You Are Invited to
Retirement & You - What You Need To Know Today!

Join me for the timely education many women have been asking for.

- Are you struggling to take action to plan your financial future?

- Have you experienced fear of taking even small steps toward planning retirement because you do not know where to start?

- Do you have a financial advisor, but it feels like something may be missing from your plan?

- Have you thought about ways to keep more of your hard-earned income and pay less tax in retirement?

If so, you’re not alone. Some of the busiest, most ambitious women struggle with these questions too.

Join me on Wed,. November 15th at 5pm EST

The 30-minute Webinar will give you four simple action steps you need to know now to plan for your best financial future.

Face your future with more confidence!
Register today and save the date!
https://www.library-messages.com/7f6ccd92-5d59-4418-a709-5d54d8813055/events/retirement-you-what-you-need-to-know-today