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09 Nov 2023 2024 Contribution Amounts, Tax Bracket Changes, and Social Security Increases

Posted at 15:58h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Each year around this time the IRS announces contribution limit and tax bracket increases for the upcoming year. The Social Security Administration does the same, notifying recipients what change in benefits they can expect. You may remember that all of the above--contribution amounts, tax brackets and...

02 Nov 2023 Fed Up With Questions

Posted at 15:16h in The Friday Brief by Jared Korver, CPA, CFP®

How long will the Fed keep rates where they are? Is there another rate hike coming, or will rates start to come down again? If so, when? In the meantime what’s in store for my portfolio? The answer or course—to these and many other important questions—is...

26 Oct 2023 7 Smart Year-End Money Moves

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bet if I asked you for a list of things you're looking forward to during the upcoming Holiday season, tackling a list of personal finance items would not appear in your top 10. Or top 100 for that matter. That's why I like to...

19 Oct 2023 The Lessons of the Crowd

Posted at 17:40h in The Friday Brief by Daniel Logan, CFP®

I recently visited Boone, NC and was able to make a trip to Grandfather Mountain where I enjoyed taking in the beauty of Fall. As I was admiring the changing leaves, I walked past a car in the parking lot that had a "ROBNHD" license...