FALL 2024
What’s happening at Three Oaks
- This Labor Day, our California team volunteered at the Meher School gardens, pulling weeds, restoring pathways, and tidying up the beautiful space.
- The Texas team had a blast hosting our recent pickleball event with clients! Great connections, friendly competition, and plenty of laughs—thank you to everyone who joined us. We can’t wait for the next one!
Updates & Industry Info
- From 2021 to 2023, the U.S. accounted for nearly one-third of global foreign direct investment.
Check out this piece for more information!
Mark Your Calendars
Important dates you should know:
- In 2025, Social Security retirement benefits will have a 2.5% Cost-of-Living adjustment, and the wage base for Social Security taxes will increase to $176,100.
- The FAFSA for the 2024-2025 school year opens on December 1st. Don’t wait—file early!
- Catch-up contribution limits for individuals aged 60 to 63 participating in 401(k) and 403(b) plans will increase to $11,250, compared to $7,500 for those aged 50 to 59. Click HERE to learn more about 2025 retirement plan contribution limits.
- December 18th – Next Fed decision on Interest Rates. View their Dot Plot.
Need Something to “Geek Out On”?
- Liz is reading Bright Young Women By Jessica Knoll
- Raquel recommends “The Best One Yet” podcast–a 20-minute daily podcast featuring three business news stories. Give it a listen!