Star City Private Wealth

10/15/2026

Most of the tax benefit for charitable giving disappeared years ago. Nearly 9 in 10 Americans now take the standard deduction, which means most donations no longer help manage a tax bill at all.

And yet people keep giving.

Maybe that says something. The deduction was never really why anyone gave. The cause was.

Talk to your tax, legal, and accounting professionals about how recent tax law changes could affect your giving strategy.

10/13/2026

In Memory of Jim Carroll (1970-2026)

We are deeply saddened by the loss of Jim Carroll, a respected advisor and cherished member of our team and community.

Known for his kindness, and unwavering commitment to helping others, Jim touched the lives of countless clients, colleagues, and friends throughout his career. His thoughtful guidance, genuine care for people, and dedication to making a difference left a lasting impact on everyone who had the privilege of knowing him.

While we mourn his passing, we are grateful for the memories, friendships, and legacy he leaves behind. Our thoughts are with Jim's family, loved ones, clients, and all those whose lives he touched.

He will be deeply missed and fondly remembered❤️

10/13/2026

We may be financial advisors, but for a few minutes at Career Quest Michele and Madelyn considered a career change! 🚛😂

It was an incredible day volunteering alongside professionals from dozens of industries and helping more than 3,000 seventh-grade students learn about future career possibilities. The Mack truck definitely stole the show, but the real highlight was seeing students excited about the opportunities ahead of them. Investing in our next generation is always time well spent.

10/06/2026

10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

09/28/2026

Retirement may seem decades away, but the smartest financial moves start today. 💡

The earlier you begin saving and investing, the more time your money has to grow. Whether you're just starting your career or climbing the corporate ladder, creating a retirement plan now can help you build long-term financial freedom and peace of mind.

Your future self will thank you for every step you take today. 🌱➡️🏖️

09/23/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon? Let us help!

09/17/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

09/14/2026

We were proud to represent Star City Private Wealth at the 3rd Annual Greater Roanoke Workforce Development Job Fair! 🌟💼

Our team enjoyed connecting with students, job seekers, and future professionals who are passionate about building meaningful careers. Events like these provide an incredible opportunity to share insights about the financial services industry, explore career pathways, and strengthen connections within our community.

Thank you to everyone who stopped by our booth to learn more about what we do. We look forward to seeing the impact you'll make in the future!

09/14/2026

As you focus on helping students prepare for the future, it's also important to make time for your own. Equitable's Value of an Advisor study shows that women face a $35,000 403(b) savings gap compared to men. Building a retirement strategy doesn't require having everything figured out today. Small, consistent steps and access to the right resources can help you move forward with confidence. If you'd like to discuss your retirement goals, feel free to reach out. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_03_educators