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12 Dec 2024 2025 Contribution Amounts, Tax Bracket Changes, and Social Security Increases

Posted at 20:32h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

We are close to year-end so we wanted to provide an update on 2025 tax brackets, Social Security benefits, and retirement plan contribution amounts. In addition, certain provisions of the SECURE Act 2.0 take effect next year so be sure to read to the end...

07 Nov 2024 The President and the Stock Market

Posted at 14:14h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After a long and highly contentious election season, President Trump was declared the winner of the 2024 Presidential election early Wednesday morning. Now that we know who will take office in January, we can expect a lot of prognosticating about how it will impact the...

03 Oct 2024 Mailbag: What should our net worth be?

Posted at 13:43h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I received the following email from a client in his early 40's, which he gave me permission to share: I would like to update (our net worth) if possible...

05 Sep 2024 Caregiving

Posted at 13:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...