When markets fall, it’s easy to forget that downtrends are part of the investing cycle. With the recent volatility, we want to review three common terms that
The Internal Revenue Service (IRS) has raised the limits for retirement contributions, and some of these cost-of-living-based adjustments have reached near
The Social Security Administration has announced its biggest cost-of-living adjustment (COLA) increase in the past 42 years. In 1981, we had the largest Social
With Medicare enrollment underway, here is an alternative to the original Medicare plan. In addition to signing up for Medicare Part A (hospital stays) and Part
You may already know that waiting to claim Social Security benefits can result in higher monthly payments. However, there are lesser-known ways to maximize your
The White House recently announced a plan to forgive up to $20,000 for student loan borrowers as part of a larger debt forgiveness program. There are still
The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, here are three key areas
If college were a party, then student loans are the hangover. Unfortunately, there is no quick fix for this headache, but here are five ideas for managing your
New retirees sometimes worry that they are spending too much, too soon. They will scale back on spending to mitigate the risk of outliving their money. Other
With half the year behind us, now is a great time to consider some investment actions we could take. It can be challenging to know where to start, especially
Some classic financial pitfalls have been known to affect retirees. Calling them “pitfalls” may be a bit harsh, as not all of them represent errors in judgment
Have you ever had one of those months? The water heater stops heating, and a member of your family ends up needing urgent care. Or the dishwasher stops washing
