2024 IRS Retirement Plan Contribution and Benefit Limits
The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a retirement plan. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases.
Steve Block, CFA, Joins Elevation Wealth Partners as Wealth Advisor & Partner
Elevation Wealth Partners is proud to announce the addition of Steve Block, CFA, as a Wealth Advisor and Partner. With four decades of experience in financial services, Mr. Block brings a wealth of knowledge and a strong track record of helping clients achieve their financial goals through investment analysis and financial planning. “Barry and I […]
Rob Anderson, CPA, CFP, CVA joins Elevation Wealth Partners
We’re happy to welcome three new clients into the Elevation Wealth PartnersElevation Wealth Partners family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you for sharing with friends and family how we’ve helped you make the most of your assets, earnings, and time so […]
Quarterly Investment & Economic Review
Stock markets continue to watch the Fed and are beginning to accept that it will likely keep rates higher for longer. Although the likelihood of entering a recession in 2023 has significantly declined, growth prospects remain constrained by higher costs of labor and capital as well as a higher likelihood that consumer spending will continue […]
2023 Year-End Financial Checklist & Important Deadlines and Dates
2023 Year-End Financial Checklist As the holiday season draws near, we extend our gratitude to our valued clients, friends, and partners for their support. While the financial markets are beyond your control, the year-end checklist provided below offers 20 actionable steps that are well within your grasp. These actions, spanning from the pragmatic to the […]
Market Review Slides – 3rd Quarter 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic.
Veteran Accounting and Financial Services Executive Rob Anderson joins Elevation Wealth Partners
Veteran Accounting and Financial Services Executive Rob Anderson, CPA, CFP®, CVA joins Elevation Wealth Partners, LLC as a Wealth Advisor Walnut Creek, Calif. – October 1, 2023 – Elevation Wealth Partners, LLC (Elevation Wealth Partners), a leading independent wealth management firm with offices in Walnut Creek, Petaluma, Santa Rosa, and Tahoe City, today appointed Robert […]
Selling Your Home for a Big Profit
As of July 2023, the National Association of Realtors reports a 1.9% increase in the median price of existing homes sold compared to the same period in 2022. If you’re contemplating selling your home, which could very well be your most significant asset, to capitalize on this upward trend in home values, there are several […]
Financing Education 101
“An investment in knowledge pays the best interest.” — Benjamin Franklin Many parents grapple with the challenge of how to pay for James or Julia’s education, and for good reason. Have you looked into the cost of college lately? On average, attending a public in-state college costs $27,940 a year according to MoneyGuide Pro! That’s […]
Exciting News! TD Ameritrade accounts are migrating to Charles Schwab soon!
We have some exciting news to share! As you may know, Charles Schwab acquired TD Ameritrade in 2019 and will soon begin the process of transitioning accounts into the Charles Schwab platform. During the migration process that starts on Friday, September 1, TD Ameritrade client accounts will be automatically and securely transferred to Charles Schwab. […]
