As we step into 2025, understanding the economic trends is helpful when planning your future. At StackStone Wealth, we’re committed to providing you with personalized insights that help you navigate these changes.
Trends Shaping Your Financial Future in 2025
The economy is continually adapting to post-pandemic realities and policy changes, influencing inflation rates and economic growth. Our team at StackStone Wealth is ready to guide you through these changes, helping you understand what they could mean for your personal and family financial planning. For a deeper dive into how past trends might influence the future, we invite you to explore Ameriprise’s analysis of 2024’s market dynamics and their potential impact on 2025. Read more here.
Navigating New Tax Rules for 2025
Every year brings potential tax changes, and 2025 is no exception. We’re here to help simplify the jargon and explain what these changes could mean for your retirement plans. For 2025, tax brackets have been adjusted to account for inflation, which means the amount of tax you owe will depend on your taxable income and filing status. Stay informed by exploring the latest insights from Ameriprise on the tax changes for 2025 here.
Tech in Finance
From apps that help manage your investments to tools that generate automated intelligence (AI), technology is changing how we plan for retirement. While these advancements potentially promise increased efficiency, they also pose challenges, including privacy concerns and the risk of data inaccuracies. Personalized advice from our team is helpful for navigating these new technologies, balancing AI with human insight and oversight. Learn more about AI and your financial life here.
Personalized Financial Guidance
Whether you’re contemplating adjustments to your investment portfolio or revising your retirement plans, our team with offices across Marquette, MI, Rockford, IL, Dubuque, IA, and Lake Geneva, WI, are here to provide tailored guidance. We believe in a personalized approach because everyone’s financial journey is unique. Together, we’ll help develop strategies that not only respond to market conditions but also fit with your personal and family goals.
For more detailed guidance tailored to your specific situation, please feel free to reach out to us at StackStoneWealth@ampf.com. We look forward to connecting in 2025!
Read more articles by StackStone Wealth