Investably LLC

05/02/2025

I'm excited to share a recent win —

I was recently quoted in AOL.com, offering my insights on investments in Gold!

It’s always an honor to contribute to meaningful conversations and represent the work we’re doing at .

Grateful for the opportunity and for everyone who's supported this journey.

If you're curious, you can check out the article here.

And if you're looking to take a fresh look at your big financial picture, we’d love to help. Visit our website for a complimentary Financial Health Assessment.

Thanks for cheering me on!





-mcghee


-marrero

DISCLAIMER: All content is for information purposes only and is NOT investment advice. Investing involves risk and possible loss of capital. Past performance is not indicative of future performance.

Gold can help balance your portfolio during economic uncertainty, but comes with significant drawbacks including higher taxes and storage costs. Here’s how to decide if it’s right for you.

11/18/2024

🔄 2025 IRS Update Alert!

Your workplace retirement contribution limits are getting a boost. Here's what you need to know:
↗️ Basic limit: $23,500
↗️ Age 50+ catch-up: $7,500
⭐ NEW! Ages 60-63 super catch-up: $11,250

What this means: If you're between 60-63, you could contribute up to $34,750 in 2025!
These increased limits will apply to most workplace retirement accounts, including 401(k)s, 403(b)s, and government TSPs. While IRA limits remain at $7,000 ($8,000 if you're 50+), this extra room in workplace accounts opens up new possibilities for your retirement strategy.

Just keep in mind that employers will need to opt in to offer the super catch-up provision. 💪


Source:

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.

11/11/2024

Exciting Update: Investably Expands as a New Registered Investment Advisory Firm in Florida!

This achievement marks a major milestone for our company and enhances our ability to serve our growing number of clients in the beautiful sunshine state of Florida.

# This Means for Our Clients
With this new registration, we're excited to offer our wealth management services to even more Floridians.

While we continue to support clients virtually across all states where exemptions apply, our official registration in Florida allows us to meet the needs of our expanding client base there.

# We Can Help You
Whether you're planning for retirement, aiming to protect your wealth, or striving for a sustainable lifestyle, we're here to support you every step of the way.

If you're in Florida, we're ready to help you achieve your financial goals!

Thank you for being a part of our journey. We look forward to serving you with the same dedication and expertise that you have come to expect from us.

Visit us online at www.Investably.com.

09/30/2024

We have been quietly working behind the scenes on major initiatives for our firm and our clients.

We are thrilled to announce the launch of Investably's new brand! This rebrand reflects our commitment to innovation, excellence, and the evolving needs of our valued clients.

Our new look symbolizes a renewed sense of purpose and a deeper dedication to personalized wealth management and our focus on serving a select number of long-term client relationships as stewards and partners in their wealth journey.

As we continue to grow and evolve, we believe that our rebrand better reflects who we are and how we want to serve our clients.

Visit us at www.Investably.com.

Thank you for being a part of our journey.

Stay tuned for more updates! 🚀

We look forward to embarking on this exciting new chapter together!

A special thank you to for your support on this project!

08/15/2024

The IRS has released final regulations on Required Minimum Distributions (RMDs) for inherited IRAs.
Key points:
🔑 10-year RMD Rule clarified
🔑 Annual distributions are required in most cases
🔑 Special rules for "eligible beneficiaries"
🔑 Effective from 2025, with transitional relief through 2024
🔑 Remember: Skipping an RMD can result in a penalty of up to 25%

Confused about how this affects your inherited IRA? You're not alone; these rules are complex. If you have any questions about how this may affect your financial strategy, let's talk.

Visit us at www.Investably.com



Source:

The IRS has issued final regulations focused on required minimum distribution (RMD) rules for inherited IRAs.

03/12/2024

2024 Equal Pay Day Calendar

Today is Women’s Equal Pay Day.

But this is not a celebration, it is a reminder of the work that remains to be done.

Including as we look deeper, the longer period before select groups can achieve pay parity for equal work.

Per AAUW, here are remaining pay days occurring later in the year:

Asian American, Native Hawaiian and Pacific Islander Women’s Equal Pay Day – April 3
LGBTQIA+ Equal Pay Awareness Day – June 13
Black Women’s Equal Pay Day – July 9
Moms’ Equal Pay Day – August 7
Native Hawaiian and Pacific Islander (NHPI) Women’s Equal Pay Day – August 28
Latina Equal Pay Day – October 3
Native Women’s Equal Pay Day – November 21

As I work with majority women clients on their wealth and retirement, the impacts of long-term pay gap also leads to a wealth gap, a retirement gap, a generational wealth gap for their children and their children’s children, and an impact for our economy as a whole.

While work continues to be done to improve this problem, if you are of the mindset that you rather not wait for a seat at the table, but rather start your own table, then strategize and put a plan in place to take your leap forward.

There are many amazing organizations doing wonderful work to support women entrepreneurs or improve the funding gap for women-led businesses. Here are a few:




’sBusinessEnterpriseNationalCouncil
’sBusinessCollaborative

03/08/2024

In 1920, women were granted the right to vote.

In 1974, women were finally able to get a credit card without needing a male cosigner.

We’ve come a long way, and this year we are celebrating International Women’s Day on March 8.

This March 8, I hope you’ll join me in celebrating the wonderful achievements accomplished by women all over the globe and continue to uplift the women in your own lives and community.

While we’ve made so many strides, this day reminds us that there is still a long way to go to ensure equality for all women everywhere.

International Women's Day is a global day celebrating the social, economic, cultural and political achievements of women - while also marking a call to action for accelerating gender equality.

Take time today to appreciate the women in your life and the hard work they do.

02/05/2024

Insight: Did you know that you can experience the luxury of the Maldives on a budget? 🌴✈️

More than just planning for retirement, make plans to create more happy moments that my may enrich your life.

🌟 By traveling on a budget, we can fulfill our wanderlust while still being mindful of our financial goals. It's a great reminder that luxury experiences may be within reach for everyone.

If you want to plan for your happy moments, reach out to us: www.investably.com

What's your favorite budget-friendly travel destination? Share your thoughts in the comments below! ✈️🌍

The Maldives are known as a luxury vacation destination, but we traveled there on a budget of $100 per day by visiting the local islands.

01/01/2024

Going into 2024, we may enter with a sense of presence and wonder, so greatly illuminated in the words of Maya Angelou, “This is a wonderful day. I have never seen this one before.”

12/22/2023

May your season be full of happy moments to last you a lifetime.

12/08/2023

From our family to yours, Happy Hanukkah. May this season be filled with warmth in your home and time with your loved ones.

12/04/2023

You shouldn't be losing sleep over your investments. Find out what your risk tolerance is to help you get a better night's sleep: https://pro.riskalyze.com/embed/d280205b0ec78f2fc6f4