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Ten New Year Financial Resolutions for 2025

Submitted by Clarus Wealth on January 8th, 2025

It is common to welcome the new year with fresh perspective and new goals. From consolidating retirement accounts to creating a "fun fund" to spend on unexpected adventures, we are sharing ten Financial Resolutions to consider in 2025.

Ten Very Unique New Year Financial Resolutions_Page_1.jpg

Tags:
  • 2025 resolutions
  • declutter your closet
  • Financial resolutions
  • New Year Resolutions
  • no-spend challenge

Clarus Wealth Advisors Market Watch January 6, 2025

Submitted by Clarus Wealth on January 6th, 2025

In this edition of Market Watch, Don and Ken discuss what may sway the markets bullish or bearish in 2025.

Tags:
  • 2025 expected earnings growth
  • bull market
  • Fed cutting interest rates
  • Two rate cuts in 2025

Clarus Wealth Advisors Market Watch December 16, 2024

Submitted by Clarus Wealth on December 16th, 2024

The Fed meets on Wednesday, 12/18/24. Read about the odds of a cut, as well as current economic data, in this week's Market Watch. 

Tags:
  • Fed decision December
  • Primary Market Drivers
  • Will the Fed cut rates

2025 Fingertip Tax Guide

Submitted by Clarus Wealth on December 10th, 2024

The 2025 John Hancock Fingertip Tax Guide is now available. Find tax brackets, standard deductions, contribution limits, and more here.

JH 2025 Fingertip Tax Guide_Page_1.jpg

Tags:
  • 2025 catchup contribution
  • 2025 contribution limits
  • 2025 taxes
  • estate taxes 2025

Five Star Professional

Submitted by Clarus Wealth on December 9th, 2024

Congratulations to Karine for winning a Five Star Professional Award for twelve years in a row!

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Tags:
  • Five Star Professional

The changing face of aerospace

Submitted by Clarus Wealth on November 19th, 2024

The space launch industry broke a record in 2023 with the number of objects sent into space. This brief article from First Trust discusses the role that SpaceX has taken in reducing the cost and increasing the frequency of launches. 

Tags:
  • Falcon 9
  • objects launched into space
  • SpaceX rockets
  • Read more

Clarus Wealth Advisors Market Watch November 19, 2024

Submitted by Clarus Wealth on November 19th, 2024

Find this week's Market Watch below.

Tags:
  • Economic data
  • fed rate cut
  • stock market this week

Saver's Credit

Submitted by Clarus Wealth on November 4th, 2024

Find out if you are eligible to claim the Saver's Credit to help boost your retirement tax savings with help from this Transamerica Institute website.

Tags:
  • IRA contributions
  • Low income earners contributions
  • Retirement Savings Contributions Credit
  • Saver's Credit

Rolling a 529 plan into a Roth IRA

Submitted by Clarus Wealth on November 4th, 2024

As part of SECURE Act 2.0, some 529 funds may be eligible to be rolled into a Roth IRA. This article, published on John Hancock Financial Management's website, discusses Five things to know about rolling a 529 account into a Roth IRA.

Tags:
  • 529 to roth ira

Clarus Wealth Advisors Market Watch November 4, 2024

Submitted by Clarus Wealth on November 4th, 2024

Read about what is driving the markets in this week's Market Watch.

Tags:
  • Fed November policy decision
  • Market Watch
  • Nonfarm payrolls
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