RCI Wealth Management

07/04/2025

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

06/02/2025

🎒 Attention students and families 🎒

Don't forget that FAFSA submissions close June 30 at 11:59 p.m. CT.

04/18/2025

04/01/2025

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

03/07/2025

The IRS announced adjustments for 2025, which address a few key areas:
https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2025 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.