RISE Consulting

According to data from the International Monetary Fund, the U.S. received almost one-third of all global foreign investment from 2021-2023. #investing #finance #financialplanning #economy #economics #globalfinance

As of this Tuesday the 15th, we've officially wrapped up the 2023 tax and compliance seasons. We would like to share an appreciation post for two very important team members who helped our clients get past the finish line, Mike and Connie! Since joining our team, each of these two have been invaluble in helping us succesfully navigate major transitions and rapid growth. Throughout the year they work tirelessly to help our clients meet various IRS and DOL deadlines. Even during crunch time and an influx of demands, they continue to tackle day-to-day client servcing matters with diligence, care, and enthusiasm. Thank you, Mike and Connie - you are the BEST!

Wall Street got off to a good start to begin the third quarter of 2024 and continued to rally for much of the quarter. #stockmarket #finance #Retirement #FinancialPlanning #economy

"The U.S. economy is in a good place. And our decision today is designed to keep it there." — Fed Chair Jerome Powell

On August 5, 2024, the S&P 500 Index dropped 3% from its previous close, the largest single-day loss in almost two years. This continued a three-week slide that saw the benchmark index — generally considered representative of the U.S. stock market — decline by 8.5%. #investing #stockmarket #financialplanning #finance

Final regulations have now been issued and are generally applicable starting in 2025. Account owners and their beneficiaries may want to familiarize themselves with these changes and how they might be affected by them. #retirement #FinancialUpdate #TaxPlanning #FinancialPlanning #estateplanning

The IRS recently?released the 2025 contribution limits for health savings accounts (HSAs), as well as the 2025 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). #taxplanning #HSA #HDHP #healthinsurance #financialplanning

In a recent survey by the National Institute of Retirement Security, 87% of Americans said that Congress should act now to shore up the Social Security program, rather than waiting 10 years to find a solution. Read more about Medicare concerns and possible fixes here ?? #finance #medicare #retirement #retirementplanning

View year-to-date updates and what we are keeping an eye on for next quarter. #investments #FinancialLiteracy #finance #stockmarketnews #RetirementPlanning

Starting in 2024, you may be able to elect to transfer the new and previously-owned clean vehicle tax credits to dealers who are eligible to receive advance payments of either credit. #taxes #taxcredits #FinancialPlanning #TaxPlanning