Canterbury Capital Wealth Management

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11/06/2026

Most people planning for their retirement count on their Social Security benefits to make up part or most of their income – but did you know that those benefits can be subject to federal taxes? To figure out how much you might pay, follow this equation to determine your combined income:

(monthly Social Security benefits x 6) + anticipated annual income = combined income

The anticipated annual income will come from your pensions, ordinary dividends, interest, capital gains distributions, and wages. Now you can check to see how much of your benefits might be subject to federal income tax.

Filing individually:

💰 If your combined income is between $25,000 and $32,000, you may owe federal income tax on up to 50% of your benefits.

💰 If your combined income is more than $32,000, you may owe federal income tax on up to 85% of your benefits.

Filing jointly:

💰 If your combined income together is between $32,000 and $44,000, you may owe federal income tax on up to 50% of your benefits.

💰 If your combined income together is more than $44,000, you may owe federal income tax on up to 85% of your benefits.

I know this is complicated – that’s why I’m here to help! Share this information to help others, and leave your questions in the comments below.

11/05/2026

The Federal Reserve (Fed) concluded its October policy meeting, keeping rates steady at 3.75% to 4.00%. Swipe through for an overview of the key takeaways from the meeting and what this may mean moving forward.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don’t hesitate to call us.

11/04/2026

Being a caregiver is expensive, which makes tax credits and deductions all the more valuable! With that in mind, we’re sharing today an overview of the Child and Dependent Care Tax Credit.

Swipe for key details ➡️ As always, reach out to our team with any questions or needs that arise. We are here to be a resource for you all year.

11/03/2026

October brought reassessment, not a broad retreat. Investors seemed to balk at the steep cost of AI and sold tech shares, while inflation accelerated. At the same time, the economy continued to grow even as hiring slowed. Swipe to see how the major benchmarks fared in October and the stories behind the numbers.

Know that our team will be keeping an eye on how the markets evolve. And as always, please don’t hesitate to reach out to us with any questions or if you would simply like to talk things through.

11/02/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

10/30/2026

A comprehensive financial plan for HNW (HNW) individuals should reflect both your personal values and long-term intentions. Some important areas to evaluate include charitable and legacy goals, as well as estate and wealth-transfer plans. Swipe to learn more.

Keeping these elements up to date can provide clarity and confidence in your overall plan. Call us to discuss your goals.

10/28/2026

The newly finalized IRS regulations bring significant changes, including a higher age threshold for Required Minimum Distributions (RMDs) and reduced penalties for missed RMDs.

There are also important updates regarding annuities, inherited IRAs, and Roth accounts that could provide more flexibility and clarity. Swipe for details ↩️

Curious about how these changes might affect your strategy? Reach out to our team today to discuss how you can navigate these updates effectively. We’re here to help you make informed decisions for your financial future!

10/23/2026

Businesses can’t afford to make easy mistakes when it comes to filing taxes. Swipe for some of the most common business filing mistakes.

10/20/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

10/20/2026

Juggling a separate investment advisor, accountant, and estate attorney means you become the messenger between them.

Important details get lost in translation, and no single professional is accountable for the whole.

Canterbury Capital was structured differently from day one. Investment management, tax planning, estate work, and risk guidance all operate under one roof, so every decision is made with the full picture in view.

Our clients tell us this coordination is what they value most.

Call 205-534-1310 or visit canterburycap.com to learn what integrated advice looks like in practice.

Address

302 Merchants Walk, Suite 250
Tuscaloosa, AL
35406

Telephone

+12054441460

Website

http://www.canterburycap.com/

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