Shawn Twigg, Financial Advisor

04/09/2024

Hello friends and followers! Big news- I recently opened an office in Corning, NY to better serve current and future clients in the area, and hopefully I will be meeting some of you there!

I’ll be available at 65. E Market St. Suite 203 Corning, NY by appointment, which can be arranged by giving me a call at 570-529-2774.

P.S. I think it’s safe to say I am the only person in Corning with an Antelope in their office :)

11/09/2023

A recent trip for work led me to a postcard-worthy view of Keuka Lake. The picture fails to capture the beauty of the area, so here is my advice for today: take the trip, sip the coffee in the morning at a local cafe, taste the wine in the evening at one of the many wineries, and enjoy everything the area has to offer :)

08/25/2023

A timeless quote from the sultan of swat! The king of crash! The colossus of clout! The great bambino!!! (name that movie reference :)

04/07/2023

This spring, I was able to volunteer in the Pennsylvania College of Technology Volunteer Income Tax Assistance Program (VITA), where students prepare tax returns for local residents. The program offers free tax preparation services to benefit the community, and provides real-world experience for accounting students. I was lucky enough to be a participant (playing the role of a taxpayer) in this promotional video for the program as well. Check it out!

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

03/16/2023

I keep a few old stock certificates of companies that are no longer a "going concern" as a way to remind myself, and clients, of two of the main principles in investing: diversification and asset allocation. Given the current market activity, this certificate is a stark reminder to never be heavily allocated in any particular sector or security. How the mighty have fallen...

02/25/2023

I have an important new development to report: a new bed for Mia Grace the office dog!
The only issue is that she refused to lay in it, unless it is under my desk where she can also lay on my feet. A little less foot room for me is a worthy sacrifice, as long as she is comfortable :)

02/16/2023

I’d like to thank the Williamsport/Lycoming Chamber of Commerce for the article they recently published about our group, with commentary from my colleagues Curtis Fay and Tim Benner. Well done guys!

February 2023
https://williamsport.org/wp-content/uploads/2023/02/February.pdf

01/27/2023

The IRS announced adjustments for 2023, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2023 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

08/19/2022

Added a nice piece of art to the office wall today. Name that movie:
(If you can't name it, we can't be friends :)

08/18/2022

With home prices soaring over the past several years, and mortgage rates rising steadily, this tip may help you secure a new home after wedding day!

07/12/2022

05/23/2022

Worried about your investment and retirement accounts?
Intimidated with the idea of calling a financial professional to ask for advice?
I completely understand, and invite you to text me on my work-approved text line: 570-512-5958 so we can discuss you concerns.