@hammzanaveed We use multiple ways to track client progress -- each meeting we use an agenda which not only keeps everyone organized but highlights changes over time and reasons behind those decisions - we also model them in our planning software
The 401(k) contribution limit is now $24.5K ($32,500 for age 50+) for 2026 โ up from $15K in 2006
What looks like slow growth is a powerful nudge: maxing out consistently can transform retirement outcomes. ๐
Are your savings keeping pace?
#401k#RetirementPlanning
Join me and @Scheels to try-before-you-buy the hottest pickleball paddles from @Selkirksport!
๐๏ธ FREE Event! Tuesday, January 27th | 10:00am--4:00pm
Location: Fargo Parks Sports Center - 6100 38th St S, Fargo
๐ธ First 100 Attendees receive a FREE 3-pack of Pickleballs!
๐ All-time highs feel risky. History adds perspective. Since 1950, average S&P 500 forward returns after highs were comparable or higher than other days. Data โ destiny, but context matters. Source: FactSet. Past โ future.
Trying to time the market sounds smart.
The data says otherwise.
Since 1950:
โข Fully invested: +8.2% annualized
โข Miss the best 10 days each year: โ12.2%
Most long-term damage doesnโt come from bad years.
It comes from missing a handful of good days.
Happy New Year! It's that season once more for residents of North Dakota --> The Primary Residence Credit (PRC): Homeowners who qualify may receive up to $1,600 against their property tax obligation. More information can be found at: https://t.co/4GZ6Eg7ZpD
Join us on July 17 at 2:00 CT for our quarterly webinar, Making Sense of the Markets! We'll cover everything from recent equity and bond #market performance to the #macroeconomic landscape and the impact of the US #election cycle. https://t.co/wgmSp9KqOl
California Considers Wealth Tax Proposal
On January 10, 2024, the California Assembly Revenue and Taxation Committee held a hearing on AB 259, which would impose a wealth tax.
To listen to the 60-second podcast, click here: https://t.co/wIMRIiztNt