Retirement
As a business owner, you’re likely focused on growing your business and maximizing profits. However, it’s important also to consider your retirement and plan accordingly. Retirement planning can be a complex process, but with the right strategies and guidance, you…
Read More
The COLA on Social Security is projected to increase benefits by more than 10%. How does that affect your retirement? Inflation in the United States is at a 40-year high, and the entire country seems to be feeling the squeeze…
Read More
Inflation can be troubling, especially for those living on a fixed income. Here’s what you need to consider. Exiting the work force and beginning the next chapter of your life can be infinitely exciting. After a long career, free time…
Read More
National Annuity Awareness Month is upon us! Let’s go over how annuities can be an important part of a retirement plan. June is National Annuity Awareness Month, giving us the perfect reason to discuss how they can positively impact your…
Read More
What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately,…
Read More
World events can impact your retirement, but you can be prepared! The past few years have shown us that big world events can impact our lives at any moment. Sometimes we see them coming. Other times, we don’t have the…
Read More
The end of the year can help remind us of last-minute things we need to address as well as the goals we want to pursue and get serious about. To that end, here are some aspects of your financial life…
Read More
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits payable to more…
Read More
A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread, and amounts to approximately 24 million accounts containing $1.35 trillion in assets. The issue is so big that Congress is considering creating a national online “lost-and-found” database…
Read More
Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands of people nearing retirement. In addition to their original purpose of providing retirement income, insurance…
Read More