News

Social Security Retirement benefits are set to increase by 1.6% in 2020. A modest 1.6% increase adds an extra $24 per month to for the average retired worker’s retirement check. Retired couples will see their combined benefits grow to $40 per month. This cost of living (COLA) increase is one of the smallest over the past twenty years. It will

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‘Tax planning’ is left to federally-authorized tax practitioners. They prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments. They also dispute tax payment errors. Financial advisors don’t provide tax advice. They provide information on the tax consequences of specific investments they sell or recommend to clients. This type of advice is within the

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Keeping yourself removed from recent media reports on, stock market performance, political issues, and other ‘news-worthy’ stories might be best. Media hype exposure can negatively impact the American public and their investment decisions. During the last recessionary period, the media’s reporting caused widespread panic as millions of Americans. Many chose to liquidate their accounts out of fear of ‘losing their

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After the financial crisis, many Americans re-examined how and why they were investing. It was clear to many investors that have all of their wealth tied to the stock market proved to be more destructive than having alternative investments. This period was unfortunate if an investor needed to liquidate their investments during a low-valuation period and were only invested in

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