Relevé Financial Group

04/05/2026

09/08/2025

Starting January 1, 2026, a new rule takes effect for 401(k) savers age 50 and older making catch-up contributions.

If your wages from your employer were over $145,000 in the prior year (a threshold that will adjust annually for inflation), your catch-up contributions must be made as Roth contributions—meaning you won’t receive a tax deduction up front.

That means:

You'll pay taxes on the contribution now.
But your growth and qualified withdrawals in retirement will be tax-free.

Read the full article below:

Starting January 1, 2026, a new rule takes effect for 401(k) savers age 50 and older making catch-up contributions. If your wages from your employer were over $145,000 in the prior year (a threshold that will adjust annually for inflation), your catch-up contributions must be made as Roth contributi...

09/05/2025

This June, Johanna celebrated three years with Relevé Financial Group and nearly 15 years in the banking and financial services industry!

As a Client Service Associate, she’s one of the friendly, reliable voices our clients hear regularly, and it’s no surprise that her favorite part of the job is building relationships both with our clients and our team.

At her core, Johanna values connection, play, security, integrity, and freedom and those values shape how she shows up every day, both personally and professionally.

When she’s not at work, life is full with her twin 9-year-olds (she says being a mom is “the most fun”). In her downtime, she’s a big fan of concerts, podcasts, audiobooks, and a strong cup of coffee.

We’re lucky to have Johanna on the team she brings heart, humor, and a whole lot of care to everything she does.

08/29/2025

August 2025 Investment Update: The Fed and Interest Rates
When you hear about the Federal Reserve (the “Fed”) raising or lowering interest rates, it might just sound like abstract economic news. However, these moves affect nearly every part of the economy, from mortgage rates to investment returns.

So, what exactly is “the Fed” and how do they impact the economy and consumer’s wallets?

When you hear about the Federal Reserve (the “Fed”) raising or lowering interest rates, it might just sound like abstract economic news. However, these moves affect nearly every part of the economy, from mortgage rates to investment returns. So, what exactly is “the Fed” and how do they impa...

08/25/2025

We turned a rundown 1970s house into a $180K profit in just 5 months without any prior real estate experience. In this episode, Dawn Dahlby and Dyan Nielsen, share the story of their first fix-and-flip, how their opposite strengths created the perfect partnership, and why you don’t need years of experience to succeed in real estate.

👉 Learn the steps, the mindset, and the guided action that made this flip a success. https://youtu.be/WiWox6Wn-f0