by lportee53 | Feb 11, 2025 | Resources
Key Social Security Ages You Need to Know Navigating Social Security can be complex, but knowing the key ages can help you plan effectively for your retirement and maximize your benefits. Below are the essential Social Security milestones you should be aware of. Key...
by lportee53 | Feb 11, 2025 | Resources
January 2025 Market Update It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time to offer a quick overview of key events. Month at a Glance If the first month of the year is any...
by lportee53 | Jan 8, 2025 | Resources
What to Know About Inheriting Accounts Inheriting accounts can feel overwhelming, especially during a time of grief when clear thinking can be difficult. Taking the time to ensure these transfers are managed effectively is crucial. At Vesta Wealth Advisors, we’re here...
by lportee53 | Jan 8, 2025 | Resources
December 2024 Market Update Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower. With so much happening courtesy of the Fed’s change in tone, let’s look at how the...
by lportee53 | Dec 5, 2024 | Resources
November 2024 Market Update Pending elections, “higher” interest rates, and labor market questions… there was a bit of uncertainty heading into November. But that uncertainty was short-lived. The presidential election was settled and the November Fed meeting was in...
by lportee53 | Dec 2, 2024 | Resources
Maxing out your Retirement Accounts in 2025 Planning for retirement is a crucial part of financial planning. For 2025, retirement contribution limits are set to increase, giving savers even more opportunities to build a secure future. Whether you’re just...
