Your New Year’s Financial Checklist
December 30, 2024
As the new year approaches, many of us resolve to make improvements in our lives—and our finances should be no exception. A financial check-up at
As the new year approaches, many of us resolve to make improvements in our lives—and our finances should be no exception. A financial check-up at
The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.