The Zandbergen Group

Carson recently shared this article entitled, “Seven Reasons This Bull Market Is Alive and Well. “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” -Winston Churchill Yes, stocks have had an incredible run this year (and last year), but there are some reasons to expect the good times to continue. No, we aren’t looking for another 20% next year, but better than average returns in 2025 is still quite possible.” Learn more in the article here: https://lnkd.in/e6Fn8UxN

It’s hard to believe we are headed full steam into the holiday season. As the hustle and bustle of the next few weeks takes over, our team is here to serve you as we close in on the end of the year. Seasons come and go, but True Wealth should last a lifetime. Photo Credit: COBA Images

Kiplinger recently shared an article entitled, “When Is the Next Jobs Report? When is the next jobs report" isn't usually a burning question when the economy is expanding and the unemployment rate is sitting well below 5%. But a market desperate to discount the pace of Federal Reserve rate cuts amid a cooling labor market has made the nonfarm payrolls report a tent-pole event for forecasting monetary policy.” Learn more here: https://lnkd.in/guVx3h2u

Kiplinger recently shared this article entitled, “Five Ways the Election Could Change Your Retirement. If you're feeling anxious that the presidential elections could upend your retirement planning, take comfort in knowing that you are not alone. What drives the unease? Uncertainties as to which political party will wield power and potential policy changes that could impact 401(k) balances, tax bills, estate planning strategies, and retiree benefits. Just three weeks before Election Day, angst over the 2024 election’s impact on retirement readiness is evident. Eight in 10 Americans expect the election to impact parts of their retirement plan, according to a study by investment firm Wealth Enhancement.” Learn more in the article here: https://lnkd.in/gWUmY3w2 #electionnews #retirement #wealthmanagement

How do you fill up your cup? When we help our clients develop their True Wealth plans, we enjoy learning about what makes our clients feel fulfilled and energized. Details like that are a part of the bigger picture we take into consideration to help bring their True Wealth plans to life. Photo Credit: Bart Zandbergen

Forbes recently shared an article entitled, “IRS Announces 2025 Tax Brackets, Standard Deductions And Other Inflation Adjustments. The IRS has announced the annual inflation adjustments for the year 2025, including tax rate schedules, tax tables and cost-of-living adjustments.” Learn more here: https://lnkd.in/d-HrPU7E #inflation #taxnews

Kiplinger recently shared this article entitled, “Social Security Tax Limit Jumps 4.4% for 2025. The Social Security Administration (SSA) just announced two key 2025 adjustments: the Social Security COLA (cost of living adjustment) and the new Social Security tax limit. While you’ve likely heard a lot about the COLA, did you know there's a cap on the amount of income subject to Social Security payroll tax? This ceiling, known as the Social Security tax limit or "wage cap," sets the maximum earnings that can be taxed to fund the Social Security program.” Learn more in the article here: https://lnkd.in/gPhv_zEx #socialsecurity #taxnews #thezandbergengroup

New Podcast Episode, Now Live! Bart Zandbergen was joined in the podcast studio by Paula Steurer of Sterling Public Relations who took over as the episode’s host to interview Bart. Taking listeners on a journey back in time, Bart shared details of his humble beginnings and the pivotal fork in the road, inspired by the movie “Rocky,” that changed everything. In this candid episode, Bart discussed some of the most pivotal lessons he has learned in his life and in his business endeavors. He also talked about myths, misconceptions, the True Wealth pillars and how anyone can make the choice to rewrite their story. Key topics discussed in this episode include: -Why leading with integrity is paramount -How to “gut check” yourself when making decisions -Why getting to know a person’s story is so vital to your connection with them -What stops individuals from deciding to rewrite their story -Bart’s top lessons learned in his 20s, 30s, 40s, 50s, and now Listen to the episode here: Photo Credit: Danielle Ouellette Disclosures: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security.

Carson recently shared an article entitled, “Big Picture: Inflation Has Normalized. The Consumer Price Index (CPI) showed a little more heat than expected in September. Headline CPI rose 0.2% month over month while core CPI (excluding food and energy) rose 0.3%. Cue the worries about resurgent inflation. But the big picture takeaway remains fundamentally positive, and there’s even good news in some of the details, which we’ll get to below.” Learn more here: https://lnkd.in/gqnMv3qe #inflation #thefed

Kiplinger recently shared this article entitled, “Capital Gains Tax Repeal on the November Ballot: What Voters Need to Know. Capital gains taxes are in the news again. Some voters face a pivotal Election 2024 decision this November (a few short weeks away), determining the fate of one such tax aimed at high earners. Initiative 2109 calls for repealing Washington state’s capital gains tax,. The levy was implemented a couple of years ago and has since been controversial. Why does this matter if you don’t live in Washington? The Washington vote could impact broader discussions on tax policy.” Learn more in the article here: https://lnkd.in/gED4y2Hc #capitalgains #taxnews #thezandbergengroup