Inflation and Social Security

Every year since 1975, the Social Security Administration has automatically adjusted its benefit payments upward to account for inflation; the goal is for the payments to keep pace with the cost of living that recipients are experiencing. For the past decade, these inflation adjustments have been pretty modest, as you can see in the chart.… Continue Reading Inflation and Social Security

What Is The SECURE Act and How Does It Impact Retirees?

2020 has been a big year for change. With changing legislation and market volatility alongside battling a pandemic, our way of life has altered and adapted to fit our present circumstances. While there have been many challenging aspects of this year, an important new piece of legislation has passed aimed at increasing the efficacy of… Continue Reading What Is The SECURE Act and How Does It Impact Retirees?

Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

By Ash Toumayants Life as we know it has changed significantly in a matter of weeks, and we don’t know when it will go back to normal—or what our new normal will look like. The constant barrage of briefings and updates cause many of us to panic or at least lose sleep at night. Although… Continue Reading Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

Cleaning Up Finances While at Home Social Distancing

By Ash Toumayants While you didn’t plan it this way, it looks like spring cleaning will be happening while we all spend a lot more time at home due to social distancing. Allow us to make a suggestion: Make the most of the extra time you may have on your hands. It’s the perfect opportunity… Continue Reading Cleaning Up Finances While at Home Social Distancing

What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns, today we’ll share… Continue Reading What You Need To Know About Recessions And Bear Markets