2022 Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan.

New Retirement Contribution Limits For 2023

After months of high inflation and financial unrest, the Internal Revenue Service has released new retirement contribution limits for 2023.

Insurance Basics: Homeowners Insurance

Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required.

Tax-Loss Harvesting: A Silver Lining

In a year like 2022, where there's been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.

Social Security Announces Large COLA Increase for 2023

The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.

Should I Change My Medicare Coverage During 2022 Open Enrollment?

Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"

Medicare Part B Premiums Decrease for 2023

The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.

Holding the Line

Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.

Medicare Changes Retirees Need to Know About

The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.

Will I Outlive My Retirement Money?

Retirement Strategy Has Changed. Has Yours?

There was a time when you'd have a nice pension at the end of your working years. Now, of course, pensions are not as common, though you certainly have more retirement plan options available to you.

2nd Quarter 2022 Newsletter

We've enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.

Financial Scams Targeting Seniors Increasing

June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.

The Great Resignation: By the Numbers

Last year, the U.S. Bureau of Labor Statistics announced that 4.5 million Americans, or 3% of the entire workforce, quit their jobs in November of 2021.

3 Myths About Bonds in a Rising Rate Environment

From our friends at Visual Capitalist - here is a great infographic illustrating three pervasive myths about bonds in a rising rate environment.

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