IRS Releases Updated Income Tax Brackets

by Tim Obendorf on
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The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year.

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset.1

And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about...

401K Millionaires

by Tim Obendorf on
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Nearly 500,000 retirement savers are now 401(k) millionaires, according to Q2 stats compiled by Fidelity Investments.

7 Milestones At Age 50 & Above

by Tim Obendorf on
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Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.

Here’s a look at why, with a focus on each milestone birthday after 50 and the role it...

4 Pervasive Myths About Inflation

by Tim Obendorf on
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4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it actually is.1

That could be because we’re seeing higher prices practically everywhere.1

Despite our experience, though, that...