Tilia Fiduciary Partners, Inc.

Tilia Fiduciary Partners, Inc. Tilia Fiduciary Partners, Inc. (TFP) is an independently-owned investment advisory firm based in Wilmington, NC, serving clients nationwide.

(TFP) is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The inf

ormation presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgement of the authors as of the date of the post are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts. Clicking the Like button is not a testimonial for, or endorsement of, Tilia Fiduciary Partners, Inc. or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending specific investments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to [email protected]

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade ...
11/22/2024

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members!

With this in mind, we've put together answers to some of the most common queries we get asked during the holidays.

Did you know Small Business Saturday was created by American Express in 2010 to encourage more local holiday shopping? S...
11/20/2024

Did you know Small Business Saturday was created by American Express in 2010 to encourage more local holiday shopping? Since then, it has grown into a powerful movement supporting our communities.

To support this initiative, we have gathered some important information to showcase the scope of Small Business Saturday’s impact. Swipe through to learn more.

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.Our veterans ...
11/11/2024

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation.

Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable.

To all the veterans in our network, thank you for your service.

The FAFSA application is undergoing significant changes that could impact financial planning for college-bound students,...
10/22/2024

The FAFSA application is undergoing significant changes that could impact financial planning for college-bound students, including:

🗓️ Delayed Release - The 2025-2026 FAFSA release is postponed from October 1 to December 1 due to software issues. Limited testing with select students starts on October 1.

🚫 Elimination of Multi-Child Discount - The revised FAFSA formula removes the discount for families with multiple children in college. Each child's Student Aid Index (SAI) is now calculated separately, without any discount.

💸 Changes in Financial Reporting - Contributions to workplace retirement plans like 401(k) or 403(b) are no longer counted in SAI calculations, potentially lowering reported income and improving aid eligibility. However, tax-deferred IRA contributions are still taxable.

🏦 Treatment of Sibling 529 Assets - The new FAFSA guidelines exclude sibling 529 and Coverdell accounts from being reported as the student's assets, though they remain parental assets if owned by the parent. Accounts owned by others, like grandparents, don't need to be reported, which could increase aid eligibility.

📚 CSS Profile Considerations - These FAFSA changes do not apply to other financial aid applications, like the CSS Profile, which may still consider factors like the multi-child discount and sibling 529 assets in determining aid packages.

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow J...
10/16/2024

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow Jones, S&P 500, and Nasdaq 100, each track different segments of the market.

Swipe through to learn more about these major indexes and what they represent.

October is National Financial Planning Month, an excellent opportunity to review simple steps for building financial sec...
10/14/2024

October is National Financial Planning Month, an excellent opportunity to review simple steps for building financial security and retirement savings. Swipe through for some valuable pointers from our team ↩️

With fall here and mortgage rates seeing a drop, it's important to stay informed about the key market shifts that could ...
10/09/2024

With fall here and mortgage rates seeing a drop, it's important to stay informed about the key market shifts that could impact your buying or refinancing plans. Swipe through for a breakdown of the latest trends and what they mean for you.

As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize fin...
10/03/2024

As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize financial strategies before the year ends. Taking these steps can help you maximize your financial resources and position yourself for continued success.

In the wake of the recent events in Western North Carolina, our thoughts are with everyone affected.If you want to suppo...
10/01/2024

In the wake of the recent events in Western North Carolina, our thoughts are with everyone affected.

If you want to support relief efforts, here are trusted organizations to consider:

◾North Carolina Disaster Relief Fund
◾American Red Cross
◾The Salvation Army
◾United Way

Can you believe it? There are only 100 days left in 2024! 🌟 As we count down to the end of the year, let's make every da...
09/23/2024

Can you believe it? There are only 100 days left in 2024! 🌟 As we count down to the end of the year, let's make every day count.

If you're looking to achieve any goals before we bid this year goodbye, remember, we're here to help. Reach out if you need support or guidance to cross that finish line strong.

In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflatio...
09/17/2024

In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflation. But what exactly does the Federal Reserve (Fed) do?

Swipe through to learn the basics of the Fed, its goals, and why it matters for your investments! ➡️

Ready to make informed decisions? Follow us for more financial insights!

As you’ve likely seen, the FAFSA application process has faced delays and technical issues since its redesigned form was...
09/12/2024

As you’ve likely seen, the FAFSA application process has faced delays and technical issues since its redesigned form was soft-launched on December 31, 2023. Those issues are continuing for students who are enrolled in the 2024-2025 school year.

Swipe for an overview of the situation and key steps to consider taking in light of continued issues. As always, do not hesitate to reach out if we can be of assistance. We are here to help with all financial and investing matters.

Address

32 North Front Street
Wilmington, NC
28401

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

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