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Social Security Benefits Are Increasing. How Will It Affect Your Taxes?
Inflation has been hitting everyone’s wallets all year long. With the cost of everything from fuel to pasta going up, a 40-year high in the cost-of-living-adjustment (COLA) for social security sounds like a good thing. But is that all there is to it? The answer is complicated…
Quitting Out Loud – The Early Retirement Decision
Waiting until 65 to retire isn’t as easy as it used to be – especially since, for many people, their retirement age is now closer to 67. But retiring early and successfully requires planning to ensure you can have the life you envision.
Tuning Up Your Portfolio for 2023
The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made, but as the new year unfolds, it will bring additional challenges, including a potential recession. How will that affect financial plans and investment portfolios? There are some things you can do to help your plan ride out more volatility and also keep things on track…
Is it Time to Hire a Financial Advisor? How Do You Even Do That?
For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how …
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