5 steps to help retirees affected by new Social Security clawbacks
Retirees are bracing for potential cuts to their Social Security benefits as a new overpayment “clawback” policy takes effect […]
Back to Bonds: Why it may be time to make the move
Fixed Income public brochure that illustrates why the bond window of opportunity is now open for long-term investors. Why Back
Timely look at Trump’s Potentially Tariff’s from The Hartford
What You Need to Know The Trump administration’s tariffs-25% on Mexican and Canadian imports, 10% on Canadian oil, and
Triggering Long-Term Care Insurance Policies
The “Functional Model” Today’s policies use a functional model to measure the insured’s ability to function independently in the community.
Federal Tax Filing Season Begins Mon., Jan. 29
The IRS will accept and process 2023 tax-year returns beginning on Monday, January 29, 2024. Tips for making tax filing
Bull Markets: 10 Things You Should Know
Here’s what you need to know about rising, or bull markets. Like sunshine after rain, up markets have always followed
Retirement Plan Limits for 2024
Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once
Merry Christmas & Happy New Year
Merry Christmas & Happy New Year! Wishing you joy, laughter, and success in the year ahead. May your holidays be
After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
Despite high interest rates and ongoing geopolitical tensions, the U.S. economy exceeded most economists’ expectations in 2023. Real GDP grew
Long-Term Care Insurance (LTCI) as a Protection Planning Tool
Long-term care insurance (LTCI) In exchange for your premium payments, a long-term care insurance (LTCI) policy pays a selected daily
