Blue Trust

Blue Trust is Partnering with North Fulton Community Charities this Christmas! 🎄 We’re proud to support the Toyland program. Last year, Toyland served over 1,300 kids, and we’re honored to help make this year just as special! Get involved and explore more ways to serve at nfcchelp.org to support NFCC and their mission year-round! #HolidayGiving #BlueTrust #CommunityImpact #Generosity #SupportLocal

What issues should I consider before the end of the year? Today, we're tackling tax brackets. Are you on the threshold of a tax bracket? If so, consider: 1. Strategies to defer income or accelerate deductions and strategies to manage capital gains and losses to keep you in the lower bracket. 2. Consider the following important tax thresholds: If taxable income is below $191,950 ($383,900 if MFJ), you are in (or below) the 24% percent marginal tax bracket. Taxable income in the next bracket will be taxed at 32%. 3. If taxable income is above $518,900 ($583,750 if MFJ), any long-term capital gains will be taxed at the higher 20% rate. 4. If your Modified Adjusted Gross Income (MAGI) is over $200,000 ($250,000 if MFJ), you may be subject to the 3.8% Net Investment Income Tax on the lesser of net investment income or the excess of MAGI over $200,000 ($250,000 if MFJ). 5. If you are on Medicare, consider the impact of IRMAA surcharges. Have questions? Reach out to us today at bluetrust.com

Year-End Planning Alert: Let’s talk 529 accounts! 529 plans are a fantastic way to save for education while maximizing tax benefits. Blake Mankin, CFP®, senior financial planner in our Houston, office shares what you need to know: 1️⃣ Annual Contributions: Gift up to $18,000/year per beneficiary, gift tax-free. 2️⃣ Lump Sum Option: Contribute up to $90,000 at once and spread it over 5 years, gift tax-free. 3️⃣ Unused Funds: Some unused 529 funds may be transferable to a beneficiary’s Roth IRA (check the rules with your advisor). 👨👩👧👦Planning for your family’s future just got a little brighter. Connect with your advisor today for personalized guidance. #529Plans #FamilyFinances #BlueTrust #GenerationalWealth #YearEndPlanning

Christmas Cheer at Blue Trust! 🎄✨ Our team gathered around the table this week for a festive Christmas lunch, celebrating Jesus, joy, and the generosity that defines Blue Trust. From delicious food to Christmas bingo, we took a moment to reflect on an incredible year and the blessings that brought us here. Here’s to a season marked by peace, gratitude, and the everlasting hope we have in Christ! #TeamBlueTrust #ChristmasLunch #TogetherWeGrow #MerryAndBright

Why have interest rates been on the rise even though the Fed started lowering them in September? Blue Trust’s Chief Investment Officer, Brian McClard, CFA, breaks down the difference between short-term and long-term rates and what it means for you. #MarketInsights #InterestRates #FinancialWisdom

"You can’t demand a relationship; you have to build it." – Russ Crosson From holiday traditions 🎄 to estate planning 💼, learn how to finish well with intentionality, generosity, and biblical wisdom. Listen as Karen & Crawford Loritts and Julie & Russ Crosson share insights on faith, generosity, and finishing well on our latest Wisdom for Wealth. For Life. podcast. Available now on Spotify, Apple Podcasts, YouTube, & more! #FamilyFinances #GenerationalWisdom #FaithAndMoney #PodcastEpisode

📢 Serving Together Across the Country! 🌟 Our offices nationwide are putting generosity into action, making a difference in their communities! 🙌 💪 Charlotte: A group joined Samaritan's Purse in the Boone area to assist with hurricane recovery efforts, spending the day removing trees and providing much-needed relief to affected families. 🛍️ Orlando: Hands-on service came in the form of packing dignity bags for unsheltered individuals supported by the Christian Service Center downtown, bringing hope and care to their local community. 🌱 Baltimore: At First Fruits Farm, Inc. our team helped harvest peppers to support local food banks and feed those in need across the region. Giving is at the core of who we are at Blue Trust, and we are so grateful for our teams as they serve their communities and advance the Kingdom. 💙 #LifeAtBlue #BlueTrustGivesBack #FirstFruitsFarm #HurricaneRecovery #DignityBags #CommunityService #Serve #LoveYourCity #GenerosityInAction #GospelLiving David Campaigne, CFP®ChFC®CKA®, Greg Tutino CFP® CKA® CWS®, Aaron Groen, CFP®, CKA®, Corey Bardoff, Caleb Schilling, CFP®, CKA®, Johnathan Hargette, CFP®, Jonah Giller, CFP®, Josiah Phillips, CFP®, CKA®, MBA, Josh Hall, CFP®, CKA®

🌟 NEW PODCAST ALERT! 🎙️ Center for Christianity in Business (at Houston Christian University) and Houston Christian University hosted our very own Russ Crosson, Chief Mission Officer, to discuss Covenantal Corporate Culture. Don’t miss this inspiring conversation! Listen at https://lnkd.in/exRsYx_f Learn more about faithfully stewarding your business with resources from our Business Consulting division: https://lnkd.in/eCXTPWha #FaithAndFinance #Leadership #CovenantCulture #BlueTrust

💾 Continuing the week celebrating 45 years of Blue Trust! 💾 Throwing it WAY back to when our computers were the size of a microwave and our fashion choices… well, let’s just say they were bold. 🤓👔 Did you know that when Blue Trust began, we were doing everything on 13-column spreadsheets? Blue Trust didn't get its first computer until 1985! Swipe for a walk down memory lane! 🚀 #Throwback #RetroBlueTrust #45YearsStrong

When Blue Trust first began, our tools included white-out, pencils, erasers, and trusty 10-key calculators. 🖇️📠 We've come a LONG way since then! Thank you to everyone who's been part of the Blue Trust story these last 45 years! 💾💡 #45YearsStrong #Legacy #BlueTrust