Blue Wolfe Financial

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs). With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more. Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.

The holiday season is here, and it's easy to get swept up in the excitement of gift-giving, decorating, and celebrations. With this in mind, we have put together some practical budgeting tips to help you enjoy the festivities and decrease stress over finances. Swipe through to learn more. And as always, if you need personalized financial advice, our team is here to assist you. Contact us today to start the conversation!

Have some fun in Charlotte this December. Here are some great activities coming up. https://bit.ly/4fVTUvo Let us know what you're doing and maybe we will see you out and about. Happy Holidays! 🎄🍾

As 2025 approaches, several important updates to 401(k) plans will take effect. With this in mind, we wanted to share one key impact for employers: ✅ Automatic Enrollment – New 401(k) and 403(b) plans will require businesses to automatically enroll eligible employees at a minimum contribution rate of 3%. This aims to boost retirement savings by making participation the default option. If you have any questions or want to explore how these updates might impact your financial strategy, our team is here to help.

From our families to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy. Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2. Enjoy the holiday!

With the Thanksgiving holiday around the corner, we wanted to share a reminder about the stock market’s closures and hour changes. 🦃The stock market will be closed on Thanksgiving Day — Thursday, November 28, 2024. 🦃The stock market will close early at 1 p.m. ET on Friday, November 29, 2024. 🦃The stock market will resume its normal schedule and hours on Monday, December 2, 2024. As always, if you have any financial or investing questions, our team is here to assist, Wishing you all a Happy Thanksgiving!

Life insurance can be a sensitive subject, and it can be hard to talk frankly about it. But as we approach the Thanksgiving holiday, there’s perhaps no better time than now to “talk turkey” about life insurance. Swipe through to learn the three things our life insurance agents wish everyone knew about this key coverage. If you have any questions about the benefits of life insurance or your coverage, don't hesitate to reach out. Our team is here to help!

As an employer, ensuring that your employee-sponsored retirement plans comply with federal regulations is crucial. With this in mind, we have put together an overview of what Employee Retirement Income Security Act (ERISA) is and how it affects your 401(k) offerings. Swipe through to learn more. And as always, feel free to reach out for assistance with your 401(k) offering. We are here to help.

Did you know Small Business Saturday was created by American Express in 2010 to encourage more local holiday shopping? Since then, it has grown into a powerful movement supporting our communities. To support this initiative, we have gathered some important information to showcase the scope of Small Business Saturday’s impact. Swipe through to learn more. We hope that you will join us in shopping small and supporting your local community on Saturday, November 30, 2024!

As Thanksgiving approaches, our financial advisors are gearing up for the holiday festivities, from watching the parade to indulging in some delicious turkey. But we also know this time of year brings a flurry of financial questions from family members! With this in mind, we've put together answers to some of the most common queries we get asked during the holidays. Swipe through to learn more. Need personalized financial advice? Reach out to our team anytime. We're here to help you navigate your financial journey.