Minimizing taxes is a pivotal component of effective financial planning, especially for high-income earners. By implementing strategic approaches, you can minimize your taxable income and enhance wealth accumulation. Here are…
https://vimeo.com/1072568913/99032d2fac?share=copy Hello everyone, and welcome back to our quarterly market update. I'm Danny Lacey, and today we're diving into what happened during the first quarter of 2025 and—more importantly—what it…
Financial planning isn’t just about making money—it’s about making the right decisions at the right time. Each decade of life presents new opportunities and challenges, and avoiding common financial pitfalls…
2025 is well underway, and at Kramer Wealth Managers, we believe it’s important to be aware of key changes that could impact your financial planning. Several tax laws introduced under…
Welcome to the year-in-review edition of Money Matters from Kramer Wealth Managers! As we step into 2025, we’re taking a moment to reflect on last year’s key financial trends, impactful events, and the milestones we’ve celebrated with our valued clients. We’re excited to continue supporting your financial journey in 2025 and beyond. Let’s take a look back at the highlights of last year and explore what’s next.
https://vimeo.com/1046532534/69a2a330bc?ts=0&share=copy Happy 2025! We hope your year is off to a great start. Traditionally, our annual market recap blog highlights what happened in the markets and economy over the past…
Filing the Free Application for Federal Student Aid (FAFSA) can feel overwhelming, and it’s easy to make small mistakes that can have big consequences. According to Federal Student Aid (2024),…
The new year is just around the corner, and now is the perfect time to give your finances a boost. While it’s easy to let money matters slip during the…
In the latest tax bracket updates, the IRS announced an approximate 2.8% inflation adjustment for 2025 that will slightly raise income thresholds across federal tax brackets. This means that taxpayers…
Choosing the Right Financial Professional: Which One Fits Your Needs? Understanding the credentials and roles of financial professionals is crucial for making informed decisions and ensuring your financial needs are…
