Reminder to Take Advantage
With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution to your IRA or other qualified account. While you are
March 24, 2022
News & Updates
Taxes
With so much going on around us in the market, it is difficult for many of our clients to take the time to hit pause and think about the impact
March 18, 2022
State Pensions and Russia
Last week many people heard about the Kentucky Teachers’ Retirement System losing more than $3 million when it sold off its direct investments in a Russian Bank. (read more here)
March 10, 2022
The News, and What it Means to You
With news reports saying the markets are nearing “bear market territory,” people are starting to ask us what that actually means. Let’s start with definitions: “A bear market is when
March 3, 2022
Stay On Track
There are many factors to understanding whether you are on track to meet your financial goals for retirement. These not only include what you have set aside in savings and
February 24, 2022
Tax Refunds
We are well into tax season, which means more and more individuals are beginning to think about their tax refunds and what they can do with them. The solution relates
February 18, 2022
How is Social Security Taxed?
With tax season approaching, some of you have asked if the social security payments you receive are taxed. The answer is yes, if your annual income is above a certain
February 10, 2022
Not Enough Time
We often think of retirement in terms of years. We think about how there isn’t enough time left in our lives to do all the things we planned on doing.
February 3, 2022
Social Security Survivor Benefit
We are often asked, “When is the best time for a widow or widower to collect the social security survivor benefits, they have become entitled to?” If you or someone
January 27, 2022
Retirement Can Sneak Up on You
We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way,
January 20, 2022
Reevaluate Your Budget
A new year often means a fresh start! Reevaluating your financial needs, budget, and savings is also often done now. Building a budget or adjusting the one you already have
January 13, 2022
The 2022 Cost of Living Adjustment
With 2022 just beginning, we thought we’d share with you some of the changes to Social Security. The Social Security Administration has issued a 5.9% cost-of-living adjustment (known as a
January 7, 2022