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19 Dec 2024 ‘Twas the Week Before Christmas

Posted at 18:55h in The Friday Brief by Jared Korver, CPA, CFP®

Twas the week before ChristmasAnd almost year-endAll the money’s been earnedAnd most of it spentWhere did it go, and what did it do?Who did you bless, and who did you…not?Did it move with a purposeAnd fit in the plotOr wander and sputter orWither and rot? Did...

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...

05 Dec 2024 2024 Finances Wrapped

Posted at 19:36h in The Friday Brief by Ellen Martin

Several years ago, Spotify started a viral marketing campaign which provided music streamers with a nicely packaged summary of their year in music listening. 2024 Spotify Wrapped was released earlier this week so you may have been inundated with people sharing their personalized results. ...

20 Nov 2024 Join Us in Supporting Raleigh Rescue Mission

Posted at 14:43h in The Friday Brief by Daniel Logan, CFP®

It is somehow a week away from Thanksgiving and the end of the year is quickly approaching. It seems that time only gets quicker through the remaining weeks of the year. In light of that, we have recently written about smart year-end money moves, Medicare...