Stabler Wealth Management

? ROTH and Traditional IRAs: Strategies for Building Your Retirement in 2025 ?? Planning your IRA contributions now can help you relax later. ?This is also helpful information for those who want to support their loved ones by contributing to a retirement account—as long as the recipient has earned income and qualifies. You may contribute to a 2025 IRA until the tax filing deadline of April 15, 2026. ? 2025 IRA Contribution Limits: $7,000 (under age 50) $8,000 (age 50+) Eligibility for Roth IRA contributions depends on income and filing status—be sure to check the details. #RetirementPlanning #FinancialWellness #WealthManagement #IRA #RothIRA #FinancialPlanning

?? How to Maximize Your Boeing Benefits in 2025! ?? We know how hard you work, so let’s make sure you’re making the most of your benefits! In our latest webinar, we tackled some of the most common questions we hear about optimizing your retirement and savings strategies: ? Traditional vs. Roth 401(k): Which one is right for you? ? Maximizing Your HSA: More than just a medical fund—it’s a powerful retirement tool. ? Mega Backdoor Roth: Is this strategy a game-changer for your future? ? Bonus Tips: Additional ways to strengthen your long-term financial plan. If you missed the session, don’t worry—we’ve got you covered! Visit our YouTube channel for more Boeing financial planning tips and strategies. ?? #RetirementPlanning #FinancialWellness #Boeing #401k #HSA #MegaBackdoorRoth #WealthBuilding

The Retirement Income Machine ?? Check out our latest video to learn how we help your investments and retirement assets work for you.

?? Q4 2024 Economic Update & 2025 Outlook ?? In our latest video, Dave takes a deep dive into the economic trends of 2024 with a zoom into the 4th Quarter—and provides an insightful outlook for 2025. ?? Equity market performance ?? The Fed’s latest actions ?? Inflation pressures ?? Navigating the unknowns ahead Stay informed and prepared for what’s next. Watch now! ???? #EconomicUpdate #MarketOutlook #Investing #FinancialPlanning

?? Boeing Webinar: How to Take Tax-Efficient Income in Retirement ?? Maximizing your retirement income isn’t just about saving—it’s about how you withdraw. Our latest webinar covers: ? Best Practices for Taking Income – Ensure long-term financial security. ? Tax-Efficient Withdrawal Strategies – Minimize taxes on your savings. ? Aligning Income with Investments – Adjust your strategy for market conditions. #RetirementPlanning #TaxEfficientInvesting #BoeingWebinar #FinancialFreedom Missed the live session? Watch the replay here:

?? Q4 2024 Quarterly Compass Economic Update???As we wrap up 2024, investors are reflecting on a year of resilience, volatility, and opportunity. Our latest Q4 2024 Quarterly Compass Economic Update provides valuable insights into the market trends shaping the road ahead. Here are four key takeaways ????: ? Equities Finished Strong – Despite some turbulence, the S&P 500 posted an impressive 23% annual gain, closing the year on a high note. ? Federal Reserve Rate Cuts – The Fed made three rate cuts in 2024, including two in Q4, with more adjustments anticipated in 2025. ? Inflation & Market Uncertainty – Inflation remained slightly elevated at 2.7% in November, while geopolitical risks and policy shifts could contribute to market volatility in the coming year. ? Investment Strategy Moving Forward – With uncertainty ahead, a long-term, diversified approach remains critical. Adding bond exposure may help provide stability in an unpredictable market. Want to dive deeper into these insights? Read the full article below: #EconomicUpdate #Investing #MarketInsights #FinancialPlanning #Q42024

AI is transforming industries, creating exciting opportunities but also risks. For professionals, this shift heightens the need to achieve work optionality—financial independence that allows you to work by choice, not necessity. ?? Whether you're 5 years or 10+ years away, planning intentionally—saving smart, investing wisely, and leveraging tax advantages—can help you navigate AI's rapid advancements. ???? Don’t wait to secure your future! Schedule a free financial check-up with our team today. ??? #WorkOptionality #FinancialFreedom #AIRevolution Read more here:

?? Is Your Boeing Pension Safe? ?? Over the past five years, Boeing has faced significant financial challenges, raising concerns among employees and retirees about the safety of their pensions. Our latest Boeing article to explores the protections in place for Boeing pension recipients and what they mean for your financial future. Our team has worked with Boeing employees for over 30 years. We’re here to help. #RetirementPlanning #BoeingPension #FinancialConfidence

?? Happy New Year! Welcome to 2025! ?? As we step into the new year, we reflect on 2024—a year of positive returns for investors, declining interest and inflation rates, and significant Federal Reserve actions. With 2025 bringing a new administration and potential changes in tax laws, staying proactive is key. At Stabler Wealth Management, we remain committed to supporting your financial goals with: ? Client review meetings ? Quarterly economic updates ? Tax-saving insights ? Timely updates on investment trends ?? This year, we’re closely watching interest rates, inflation, and stock market valuations to keep your financial plans aligned with your goals. ?? Ready to plan ahead? We’ve shared a detailed 2025 checklist to help you navigate potential changes and opportunities. Click the link to read the full article on our website and discover how to stay ahead in 2025! ?? #FinancialPlanning #NewYearGoals #WealthManagement

We had an amazing time at Sur la Table last week for our team event cooking class! A big shoutout to our Chef who not only was a great teacher but his dad jokes were on point! Congratulations to team 1 for narrowly ?? edging out team 2 in the Crepe-off! We've definitely got some Top Chef potential among our staff!