4Rivers Wealth Management

In 2025, Social Security benefits will see a 2.5% increase, a cost-of-living adjustment (COLA) aimed at helping recipients keep pace with rising costs. While this may seem like a small change, even a modest increase can make a difference in monthly budgeting and long-term planning. #socialsecurity #budgeting #financialplanning

#FEMA #salvationarmy #wildfirerecoveryfund #Americanredcross

Today we join all those honoring Jimmy Carter, 34th President of the United States. #JimmyCarter

Market shifts are a natural part of investing. A well-tuned investment portfolio, however, can help navigate these changes. January is a great time to review your wealth strategy to help ensure you can smooth out the bumps and avoid potholes. Diversification does not assure a profit or protect against loss in declining markets, and diversification cannot guarantee that any objective or goal will be achieved. #wealthmanagement #financialplanning #financialportfoliomanagement

As we move into the new year, setting financial intentions goes beyond making vague resolutions. Intentional financial planning is about aligning your choices with what truly matters—whether that’s saving for the future, charitable giving, or building a legacy. Take time to reflect on what you want your money to achieve, and turn those reflections into purposeful actions. We are here to help. #financialplanning #wealthmangement #moneyandemotions

As we step into a fresh chapter, may 2025 bring you new opportunities, joy, and the fulfillment of your dreams. Cheers to new beginnings and exciting adventures ahead! #happynewyear #financialplanning2025 #wealthmanagement2025

Wishing you and your loved ones a joyful holiday season filled with warmth, laughter, and cherished memories. May this time of celebration bring you peace and happiness as we look forward to a new year full of possibilities! #MerryChristmas #Happy Hanukkah #HappyKaunsa #Happy Holidays

It’s time to start thinking about end-of-year financial deadlines. Whether you’re looking to maximize your tax savings or make sure that your charitable giving is set up to make the biggest impact possible, it’s important that you keep track of all these deadlines: -RMD Deadline -Charitable Giving Deadline -Roth IRA Conversion Deadline -Consider Tax-Loss Harvesting #yearendfinancialplanning #taxsavings #charitablegiving

We're inviting you to be more strategic with your compensation package in 2025. Will you join us? Whether you're deciding when to exercise, planning for taxes, or looking to diversify, having a strategic approach can make all the difference. #compensationpackage #benefits #financialstrategy 

Whether you're supporting a family member's education, looking to reduce estate taxes, or offering a down payment on a first home, financial gifts are impactful and memorable. Lean on us if you need help determining the right gesture, size, or method. For more go to our home page. #financialgifting #financialplanning