Renaissance Financial

Renaissance Empowered Women (RENew). Through RENew, our female financial advisors rise to their fullest potential, creating a space for mentorship, leadership, and connection. Here’s to the great women of RFC!    "To love what you do and feel that it matters - how could anything be more fun?" - Katharine Graham

✨ Clothing Swaps for a Cause ✨ At each office, we've been hosting clothing swaps featuring both professional and casual items to reduce waste and support local organizations that promote economic empowerment, safe shelter, and job placement. The Haven, a nonprofit in Salt Lake City, empowers individuals in recovery from substance use. Their treatment center is dedicated to removing barriers to access, ensuring that everyone—regardless of financial means—can benefit from the transformative power of recovery. It was a wonderful way to give back while also refreshing our wardrobes! All donated items will go directly to those staying at The Haven.

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Reach out to your advisor for more information!

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. Reach out to your advisor to begin planning!

Serving our clients is our why. Always.

🏆 Renaissance is thrilled to be declared the 2024 Omaha Corporate Games Champion! 🏆 With teamwork, company spirit, and a shared dedication to wellness, our team came together to compete and win big for a great cause. A huge thank you to the Nebraska Sports Council—a 501(c)(3) non-profit dedicated to providing quality competition for athletes of all ages and abilities, promoting healthy and active lifestyles, and serving as Nebraska’s leader in sports and wellness events management. We’re honored to support their mission through every event!

Giving with Purpose: Maximize the impact of your charitable contributions by asking questions, choosing wisely, and getting involved. Reach out to your advisor for guidance on making informed and meaningful donations.

Looking ahead to 2025: Social Security projections are in! ▪️ The Senior Citizens League forecasts a 2.5% cost-of-living adjustment (COLA) for Social Security benefits in 2025. ▪️ This potential increase would mean an average monthly bump of about $48 for recipients. ▪️ While lower than in recent years, it's close to the 20-year average of 2.6%. Remember, these projections aren't set in stone. It's always wise to stay informed about potential changes to Social Security, as they can impact long-term financial strategies. Understanding these trends can help you make more informed decisions whether you're nearing retirement or years away.

Looking ahead to 2025: Social Security projections are in! ▪️ The Senior Citizens League forecasts a 2.5% cost-of-living adjustment (COLA) for Social Security benefits in 2025. ▪️ This potential increase would mean an average monthly bump of about $48 for recipients. ▪️ While lower than in recent years, it's close to the 20-year average of 2.6%. Remember, these projections aren't set in stone. It's always wise to stay informed about potential changes to Social Security, as they can impact long-term financial strategies. Understanding these trends can help you make more informed decisions whether you're nearing retirement or years away.

Planning for retirement? Our Tax and Investment Strategies Roadmap is here to guide you! From Roth IRAs and catch-up contributions to avoiding early withdrawal penalties, these strategies are designed to help you reach your goals with confidence. Talk to a Renaissance Financial Advisor today to build a plan tailored to your future!