Rally Wealth and Benefits

? ? Spring Forward This Sunday! ?? Daylight saving time starts Sunday, March 9—don’t forget to set your clocks forward one hour. Here’s to longer, brighter days ahead! #DaylightSavingTime #SpringForward #MoreSunshine

?? Happy Employee Appreciation Day! ?? Today, we celebrate the incredible team that drives our success. As financial professionals, we know that serving our clients and running a strong business is only possible because of our team's hard work, dedication, and talent. To our employees—and to the hardworking teams everywhere—your commitment, passion, and drive make all the difference. Thank you for everything you do! #EmployeeAppreciationDay #Gratitude #Teamwork #FinancialProfessionals

Just saw the latest IRS data and wanted to share some important insights about this tax season: * The average tax refund is currently 32.4% lower than last year ($2,169 vs $3,207) * These early numbers don't include refunds with earned income tax credit or additional child tax credit * The IRS expects the figures to "even out" as more returns come in before April 15 Remember, the current data represents only 33 million returns out of an expected 140+ million. If you're waiting on your refund, use the "Where's My Refund?" tool or IRS2Go app rather than calling the IRS directly. With IRS staffing reductions happening, double-checking your return for accuracy is more important than ever to avoid delays. #TaxSeason2025 #TaxRefunds #FinancialPlanning https://lnkd.in/eNG47nK4

This Monthly Recap summarizes market performance, major events and news from February 2025. Read more here: https://lnkd.in/g3W9Mtfe

Many groundbreaking women have this in common: someone saw her potential before she did and took the time to nurture their talents. This Women’s History Month, we’re celebrating the ripple effect of mentorship. It’s the manager who advocated for your first leadership role: maybe it was the professor who pushed you to think bigger or the colleague who helped you find your voice in the boardroom. But it's also the quiet moments: coffee chats that turned into career guidance, candid conversations about impostor syndrome, and the "you've got this" texts before big presentations. Who was that person for you? Tag a woman who helped you grow, or share how you're paying it forward. #WomensHistoryMonth #WomenInLeadership #PayItForward

Check out the latest commentary from @CeteraIM which discusses the stock market sell-off fueled by news around tariffs. Tariffs only add to the uncertainty around an already weakening economic growth outlook. Click here to read more: https://bit.ly/3DhwsdS

Last week’s data spurred worries that the economy could be approaching a recession. Join CIO @Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he walks through three economic data reports we’ll receive this week that could indicate whether the economy is cooling too fast. https://lnkd.in/e9HvDRed

? Business Owners: The Federal Tax Deadline is March 17 Key Filing Requirements: S Corporations: ??File Form 1120-S to report income, deductions, and credits ??Distribute Schedule K-1s to shareholders Partnerships: ??File Form 1065 to report business income ??Distribute Schedule K-1s to partners Extension Option: ??File Form 7004 for a six-month extension ??If they extended, the new deadline would be September 15, 2025 ??Note: An extension only extends the filing deadline, not the payment due date With the March 17 deadline approaching, double-check all documentation for accuracy and completeness. If you anticipate any issues meeting the deadlines, consult with your tax, legal, or accounting professional and consider filing for an extension. #BusinessTaxes #TaxDeadline #PersonalFinance

Here's a stunning fact: Over 29 million forgotten retirement accounts hold nearly 1.65 trillion dollars in the U.S. With frequent job changes, it’s easy for retirement accounts to get lost. Left unattended, they can even be turned over to the state as unclaimed property. Here’s how to find them: 1?? Check with past employers. HR or plan administrators can provide account details. 2?? Search online tools like the National Registry of Unclaimed Retirement Benefits or MissingMoney.com. 3?? Use state or federal resources to track unclaimed funds. ?? Good news: The SECURE Act 2.0 has directed the Department of Labor to create a comprehensive, searchable database to make locating lost retirement accounts easier than ever. This tool is expected soon. If you or anyone you know has questions about potential missing retirement accounts, please don’t hesitate to contact us. #RetirementStrategy #401k #FinancialWellness #SecureAct

?? In a significant shift in global trade dynamics, the United States has emerged as Germany's largest trading partner in 2024, with total trade volume reaching 252.8 billion euros. This marks the first time since 2015 that China has been displaced from the top position. The data shows German exports to the U.S. grew by 2.2%, while trade with China experienced a 3.1% decline. This realignment comes at a crucial time as Germany navigates economic challenges and evolving international trade relationships. ?? Germany's trade surplus with the U.S. expanded to 70 billion euros, highlighting the strength of transatlantic economic ties. #GlobalTrade #InternationalBusiness #EconomicTrends #TradeRelations #GermanEconomy https://lnkd.in/gvx_mKqw