January 6, 2025 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for January 6, 2025

2025 – Important Financial Numbers in Retirement

Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare IRMAA thresholds, and more….

2025 – Important Financial Numbers in Retirement

Each year brings adjustments to important metrics such as tax brackets, contribution limits, and Social Security benefits. These changes are often driven by inflation and economic factors, making it crucial to understand how they affect your financial strategy. Below, we’ll break down the vital updates for 2025 to help you navigate the year with confidence.…..