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The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving annuity payments from the any federal, state or...
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Retirement Travel: Budgeting and planning for travel adventures during retirement.
You’ve been working for years, maybe decades, and there hasn’t been all that much time for travel. Retirement will...
Fall Financial Cleaning: 9 Tips for reviewing and refreshing your financial goals and strategies
How often do you review and refresh your financial goals and strategies? Planning your finances during the Fall before...
Understanding Income Taxes
You’re likely familiar with the term “income tax” - whether from filing your own taxes or keeping up to date on the...
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December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold...
2024 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2024 for defined contribution and defined benefit plans. 403(b),...
Retirement Travel: Budgeting and planning for travel adventures during retirement.
You’ve been working for years, maybe decades, and there hasn’t been all that much time for travel. Retirement will...
November Market Commentary: Powell on Rate Cuts: Nope.
October Recap and November Outlook The Federal Reserve's November meeting went as the market expected: no change in...
Fall Financial Cleaning: 9 Tips for reviewing and refreshing your financial goals and strategies
How often do you review and refresh your financial goals and strategies? Planning your finances during the Fall before...
October Market Commentary: A New Era for the Economy Creates Uncertainty
September Recap and October Outlook The outcome of the Fed's meeting in September was to hold rates at the current...
Late Career Financial Adjustments: Financial steps to consider in the final years before retirement
As you approach the exciting chapter of retirement, envision days filled with relaxation, newfound freedoms, and a...
The Power of Compound Interest: How Your Money Can Multiply Itself
Imagine a small seed that you plant in your backyard. You water it diligently and tend to it with care. As time...
September Market Commentary – A Raft of Reassuring Data – or Not?
August Recap and September Outlook For most of the summer, increasingly positive data releases fed into the market’s...