The new year has brought new rules to Social Security. What do you need to know to get what’s coming to you? Every year brings new changes and adjustments to the Social Security program, and this year is no exception. Changes for 2022 include a higher taxable wage cap and the biggest cost-of-living increase since …
You can count on technology to keep changing. But can you count on it for retirement income? As bad as the coronavirus has been for some areas for the economy, it’s been good for others. Many tech companies have seen their fortunes rise thanks to the pandemic. All this has spurred new interest in tech …
Happy New Year! I’m going to help you make it even happier by improving your financial health. New Year’s is a time when many people vow to make improvements in their lives, and the two areas they focus on most often are health and finances. Unfortunately, most people also fail to stick to their New …
20 Tips to Improve Your Financial Health in 2022 Read More »
Happy Holiday season! Will it be a happy one for the financial markets? And what does next year hold in store? Inflation, interest rates, Covid-19…. As 2021 winds down, big investors are closely watching a lot of uncertain issues. The truth is most of these issues have been around all year. Yet none of them …
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? As I’ve said many times, in my experience, shifting your investment focus from growth to income in the years just before or during retirement makes sense for most people. But how do you know if an …
When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? Shifting your investment focus from growth to income in the years just before or during retirement makes sense for most people. But how do you know if an income strategy is really right for you? Here …
What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social media asking fun questions like, “what’s your favorite song” or “who was your favorite teacher?” Millions of people give answers without realizing they’re providing password hints to scammers. Financial scams …
Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it comes to true scares, Halloween can’t compete with retirement. The transition to retirement is one of the biggest changes you’ll ever make in life, and for many it is full …
Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged. Entering September, the stock market was on a seven-month winning streak and had achieved new record highs as recently as mid-August. Then volatility began to spike around Labor Day, and …
What’s Driving Wall Street’s New Nervousness? Lots! Read More »
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Before you begin to act on your estate plan, it is important to understand the key topics that may arise as you address your specific needs. Teamwork is Everything It is …
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