Prepare for the 2025 Tax Sunset

Taxes

Preparing for the 2025 Tax Sunset

…at the lower rates. For example, a married couple with taxable income of $94,300 is at the top of the 12% bracket. If they were to complete a Roth conversion…

Portrait of american college football player holding a ball and looking at camera

Financial Planning

What’s Going On With NIL?

…NIL deal. For help with NIL deals, or any other financial matter, schedule a call with a member of our team. Footnotes: https://www.statista.com/chart/25236/ncaa-athletic-department-revenue/ https://ftw.usatoday.com/lists/nil-college-basketball-football-best-weirdest-deals https://afrotech.com/nil-deals?item=14 https://www.insidehighered.com/news/2021/10/12/while-some-ncaa-athletes-cash-nil-others-lose-out https://www.si.com/college/2022/05/02/nil-name-image-likeness-experts-divided-over-boosters-laws-recruiting https://brobible.com/gear/article/factor-meals-review/ https://www.si.com/college/2022/05/09/ncaa-nil-guidelines-boosters-athlete-funds https://www.sandiegouniontribune.com/sports/story/2022-05-04/blame-ncaa-for-nil-getting-out-of-hand

Rethink Your Money

Critical Year-End Planning Insights

…speak to an advisor by going to creativeplanning.com. Creative Planning Tax and Legal are separate entities that must be engaged independently. Important Legal Disclosure:  creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

Newly divorced woman on hike

Financial Planning

Financial Pros and Cons of Divorce

and confidence. For help navigating the financial pros and cons of divorce, or with any other financial matter, schedule a call with a member of our team. Footnotes https://www.fool.com/the-ascent/research/average-cost-of-divorce/ https://www.survivedivorce.com/kansas#divorce-cost…

Illustrative design of number 6 drawn on notebook

Financial Planning

Six Ramifications of Not Having a Financial Plan

…may face. If you’d like to begin the process of building your financial plan, please schedule a call. 1 https://www.businessinsider.com/rich-famous-celebrities-who-lost-all-their-money-2018-5#michael-jackson-was-reportedly-at-least-400-million-in-debt-when-he-died-unexpectedly-in-2009-1 2 https://andscape.com/features/why-do-so-many-pros-go-broke/ 3 https://www.aboutschwab.com/modernwealth2019 4 http://stageraw.com/2016/07/01/aeas-latest-missive/ 5 https://andscape.com/features/why-do-so-many-pros-go-broke/ 6 https://www.goodreads.com/quotes/499411-if-you-don-t-know-where-you-re-going-you-ll-end-up…

 

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