Are you currently maximizing your 401(k) contributions, or do you use a personal IRA for retirement savings? If so, it’s a great time to review your contributions and plan to increase them in 2025.

Building a secure financial future is within everyone’s reach. By implementing smart financial habits, making informed decisions, and focusing on long-term strategies. You can pave the way for lasting wealth.

During times of political polarization in an election year, even long-term, goal-focused investors can feel stressed. There are so many unknowns about what will happen day-to-day leading up to the election, the stock market can move up-and-down based on sentiment and headlines, and it’s unclear what the next administration might do that could impact your retirement plans.

Gifting low basis stock can be a smart strategy for those looking to maximize their charitable contributions or efficiently transfer wealth to family members.