Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
2025 Federal Income Tax Charts
Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.
2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
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January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.