Dean Rase Thoroughbred Financial

03/08/2025

Some pictures of our Banquet and recognizing Al Wilson for 40+ years of service and his retirement.

11/07/2024

IRS sets 401(k), IRA contribution limits for 2025

The tax authority also announced changes to catch-up contributions tied to Secure 2.0.

11/05/2024

How do elections impact the stock market?

Many investors worry the election may shake up their investments. Top financial advisors say it's best to take a long-term view on Election Day and beyond.

10/24/2024

IRS announces annual inflation adjustments for the tax year of 2025

The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.

10/22/2024

How do you future-proof your business?

Advisors are feeling enormous pressure to ensure their ongoing viability, Natixis Investment Managers found.

10/17/2024

Financial planning is a great tool to use when projecting out a client's retirement, however it has it's limitations. One of these limitations is the ability of the Monte Carlo engine to show the protective value of annuities

Traditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.

10/16/2024

Healthcare costs have hit a post pandemic high, here's some tips and tricks to get the most out of your plan

As open enrollment kicks off, employees should weigh what their employer is offering in the way of benefits and what it will cost.

10/10/2024

Current projections show a 2.5% COLA for Social Security next year, the lowest cost of living adjustment since 2021.

Social Security beneficiaries are expected to find out this week just how much their benefits will increase in 2025.

10/08/2024

What are buffer ETFs?

Buffer ETFs can limit losses while capping upside potential. Here's what investors need to know before buying.

10/03/2024

How could the port strike effect the economy?

Four years after the pandemic, another supply-and-demand logistics crisis could drive up prices for groceries and other consumer staples, experts say.

10/01/2024

A new CNBC survey shows that 4 out of 10 Americans are behind on retirement savings. How do they catch up?

Four in 10 American workers are behind on retirement planning and savings, a CNBC survey finds. Not starting earlier tops Americans' greatest financial regrets.

09/26/2024

Why have ETFs become so popular?

Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.