2024 Financial Year in Review

2024 Financial Year in Review
Get your journey off to a great start with our financial resources: https://bit.ly/3ZPEEJQ

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Timestamps:
00:00 – Fed Rate Cuts
02:02 – Inflation
04:13 – Big Year for the S&P 500
10:38 – Interesting Bond Market Movement
18:27 – Final SECURE Act Regulations
20:05 – Credit Card Debt and Retirement Savings Stats

U.S. Inflation Calculator: https://www.usinflationcalculator.com...
U.S. Treasury Yield Curve: https://www.ustreasuryyieldcurve.com/
Lending Tree: https://www.lendingtree.com/credit-ca...
Fidelity Study: https://www.fidelity.com/about-fideli...

   • What's Going on in the Bond Market?  
   • 5 Planning Opportunities for 2025  
   • Savings Goals for Retirement  
   • Inherited IRA Rules and the SECURE Act  

#financialreview #moneymatters
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.