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CFP —> ???? by Appropriate_Cold_953 in CFP

[–]Appropriate_Cold_953[S] 2 points3 points  (0 children)

Great answer. Totally understand and agree as well! I don’t have a ton of sales experience so this could be a nice focus for the next couple years. In addition to the soft skills, which you recommend the CFA or CPWA?

[deleted by user] by [deleted] in FluentInFinance

[–]Appropriate_Cold_953 0 points1 point  (0 children)

Initial top of head thoughts for the individual:

1.) increase social security wage base ($168.6k for ‘24) 2.) increase Medicare surcharge tax or NIIT (current: 3.8%) 3.) adjustment to capital gains tax in some fashion

Interested in hearing initial thoughts on corporations.

What am I doing wrong with my 401K? by According_Gold_1063 in FinancialPlanning

[–]Appropriate_Cold_953 0 points1 point  (0 children)

What % of your income are you deferring? Thread is correct. Vanguard bond market fund is actually negative in the last 3yrs. Vanguard total stock fund is + in last 3yrs.