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As we enter 2025, the economic landscape is evolving with key developments in inflation, interest rates, the job market, and new tariff policies that have entered the conversation. If you’re curious about how these topics affect might affect your financial plan, this update is for you.

Here’s a glimpse of what we discuss:

  • Inflation & Rate Cuts – Inflation is

The start of the year is a great time to step back and make sure your financial plan is organized and up-to-date. Just like an annual health check-up, reviewing key areas of your finances—goals, taxes, and investments—ensures you’re positioned to make informed decisions throughout the year. This checklist will help you start strong and make sure your wealth is aligned

Worried you missed your chance to reduce your income taxes for 2024? Fortunately, you still have a variety of ways to knock down your tax bill before you file your taxes for last year. Here are four strategies to consider:

  • Traditional or Roth IRA. You can fund up to $7,000, or $8,000 if over 50, to a traditional IRA until
  • As you navigate the financial landscape this year, staying informed about key tax updates is essential. To make things easier, we’ve prepared this concise guide, providing you with the latest tax rates, deductions, and other important figures at a glance. Whether you’re planning for retirement, managing investments, or exploring tax-efficient strategies, this resource is designed to support your financial goals.

    Many successful business owners share a common story: they have the ability to generate substantial revenue and grow their business, but they struggle to hold onto that wealth over time. High income doesn’t automatically mean high savings or a sustainable legacy. With challenges like taxes, reinvesting without a clear strategy, or a lack of structured financial planning, the journey from

    With the new year comes increased retirement plan contribution limits, offering more opportunities to save for the future. Here’s what you need to know for 2025.
    401(k)s and 403(b)s
    In 2025, you can defer up to $23,500 from your salary, with a total maximum contribution from all sources reaching $70,000, including employer matching and profit-sharing contributions. If you’re 50 or

    We’re excited to share our Q4 2024 Market Update! In this video, we cover the most pressing economic trends and market themes to watch as we wrap up the year. If you’re curious about what’s happening with inflation, interest rates, or how the market may respond during an election year, this update is for you.

    Here’s a glimpse of what

    Are you considering the future of your wealth and how to pass it on to the next generation—without the need to sell essential assets just to cover estate taxes? Many business owners, real estate investors, and successful families face a similar dilemma. They want to pass their hard-earned wealth to loved ones but are confronted with a large tax bill.

    As we approach the end of 2024, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!

    Max out your 401(k)
    Your max for 401(k) accounts in 2024 is $23,000 if under age 50 and $30,500 if age 50 or older. These accounts generally must be funded from your paycheck before

    Finish lines are important—in races and in our finances. No one keeps running after crossing the finish line, yet many of us haven’t considered how this concept applies to our financial lives. Why? Setting your financial—or retirement—finish line isn’t easy! Many people we encounter have their resources planned out but haven’t thought intentionally about why they want to retire, what