Dean Rase Thoroughbred Financial

Some pictures of our Banquet and recognizing Al Wilson for 40+ years of service and his retirement.

IRS sets 401(k), IRA contribution limits for 2025

IRS Sets 401(k), IRA Contribution Limits for 2025 The tax authority also announced changes to catch-up contributions tied to Secure 2.0.

How do elections impact the stock market?

What top financial advisors are telling investors about the market impact of the U.S. presidential election Many investors worry the election may shake up their investments. Top financial advisors say it's best to take a long-term view on Election Day and beyond.

IRS announces annual inflation adjustments for the tax year of 2025

IRS Reveals New Tax Rates, Deductions for 2025 The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.

How do you future-proof your business?

How Advisors Are Future-Proofing Their Businesses Advisors are feeling enormous pressure to ensure their ongoing viability, Natixis Investment Managers found.

Financial planning is a great tool to use when projecting out a client's retirement, however it has it's limitations. One of these limitations is the ability of the Monte Carlo engine to show the protective value of annuities

Why Monte Carlo Is 'Pretty Terrible' for Analyzing Annuities Traditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.

Healthcare costs have hit a post pandemic high, here's some tips and tricks to get the most out of your plan

Health-care costs hit a post-pandemic high. These moves during open enrollment can help As open enrollment kicks off, employees should weigh what their employer is offering in the way of benefits and what it will cost.

Current projections show a 2.5% COLA for Social Security next year, the lowest cost of living adjustment since 2021.

Social Security cost-of-living adjustment for 2025: Here's how benefits may change Social Security beneficiaries are expected to find out this week just how much their benefits will increase in 2025.

What are buffer ETFs?

Buffer ETFs can shield investors from some losses. Here's what to know before investing Buffer ETFs can limit losses while capping upside potential. Here's what investors need to know before buying.

How could the port strike effect the economy?

Massive port strike could have 'devastating consequences' for consumers, expert says Four years after the pandemic, another supply-and-demand logistics crisis could drive up prices for groceries and other consumer staples, experts say.

A new CNBC survey shows that 4 out of 10 Americans are behind on retirement savings. How do they catch up?

40% of workers are behind on retirement planning. Not saving earlier was the biggest mistake Four in 10 American workers are behind on retirement planning and savings, a CNBC survey finds. Not starting earlier tops Americans' greatest financial regrets.

Why have ETFs become so popular?

Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here’s Why. | ThinkAdvisor Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.