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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...

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...

13 Nov 2024 7 Smart Year-End Money Moves

Posted at 17:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

When I realized I was writing this week’s Friday Brief, I was tempted to rewrite the song "12 Days of Christmas" with a financial planning twist. But then I remembered that there are only a few weeks left in 2024, and decided it would probably...