Durso’s favorite content from the past quarter
- ShoreHaven Wealth Partners
- Aug 7
- 3 min read
Updated: Aug 11
Mike Check
Durso’s favorite content from the past quarter
At ShoreHaven Wealth Partners, curiosity is part of our DNA; no one embodies that more than our founding partner and CEO, Mike Durso.
Lately, Mike’s been diving into content that pushes the boundaries of how we connect, lead, and grow. Two recent standouts:
Telepathy Tapes - This compelling podcast explores the extraordinary world of telepathic communication among non speaking autistic individuals. With powerful interviews and emotional insight, it opens new perspectives on perception, connection, and the human experience.
Be Where Your Feet Are by Scott O’Neil - In this reflective read, the former CEO of the 76ers shares seven meaningful principles for staying grounded through the highs and lows of leadership, loss, and life. It’s a playbook on presence and purpose—on and off the court.
The Crowne Point News
by Nikhil Agharkar
With tax season behind us, now is the time to adjust for next year. If you were hit with a big bill or got a huge refund, it’s a sign your tax plan needs fine-tuning.
Quick Tips:
Check your withholdings, including state taxes.
Update your plan if you’re getting married, divorced, or starting a business.
Freelancers: track income and expenses now, not later.
Max out contributions to IRAs, 401(k)s, and HSAs.
Business owners: consider switching to an S-corp for tax savings.
Don’t overlook credits for child care, education, or charitable giving.
Prepare for possible 2025 changes — like the end of 2017 tax cuts and stricter gig economy reporting rules.
Planning ahead can help you avoid tax surprises next April. Learn more in this blog.
Lombardi's Planning Corner
The IRS has announced updated retirement contribution limits for 2025. Here’s what you need to know to stay on track with your savings goals:
401(k), 403(b), 457 Plans & Thrift Savings Plan
The annual contribution limit is increasing to $23,500 (up from $23,000).
If you are aged 50 or older, the catch-up contribution remains $7,500, allowing a total of $31,000 in contributions.
A special higher catch-up limit applies to those aged 60–63, increasing to $11,250 in 2025 under SECURE 2.0.
IRA Contributions
The annual contribution limit remains $7,000.
The catch-up contribution for those 50 and older is $1,000 in 2025, now subject to cost-of-living adjustments under SECURE 2.0.
With these changes, it’s a great time to review your retirement strategy and ensure you're maximizing your savings potential.
Lombardi's Planning Corner
We’d like to introduce Riley Sapp, who recently joined Shorehaven Wealth Partners as a Client Service Associate.
In this role, Riley supports our clients' day-to-day needs, answering questions, organizing account reviews, managing schedules, and making sure things run smoothly behind the scenes. Her focus is on providing thoughtful, efficient support so that every interaction feels organized and personal.
“My role is about staying on top of the details and being a reliable point of contact for our clients,” Riley says. “I try to bring empathy and care to everything I do.”
Riley has been with us for a few months now, and she’s already made a strong impact on our team. We’re glad to have her on board, and you’ll likely hear from her soon if you haven’t already.
In Case You Missed It
We’re resending our latest updates in case you missed it.
You can find our most recent Form ADV Part 2A, describing our services and any material changes, here:
Additional details are available through the Investment Adviser Public Disclosure system.
If your financial goals or situation has changed, let us know, it may affect how we manage your portfolio. You can also review our current Form CRS and Privacy Policy (provided annually), and we’re happy to send a paper copy upon request.
We’re happy to answer any questions or send a paper copy upon request.
Sincerely,
The ShoreHaven Wealth Team
PS Check out our socials for the latest content:
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