The Social Security Administration has released its adjustments report for 2018. Here is what you can expect: Small Raise Recipients will receive a 2% increase in COLA. Just keep in…
Category: Blog
Looking ahead to 2018!
Investors drove up stocks more than 20% in 2017. As we approach the end of the year it is natural for investors to turn their attention to 2018. With a…
The Cost of Alzheimer's During Retirement
Alzheimer’s is one of the most feared diseases in America. Caused by plaque build up in the brain, it robs you of your memory and other functions. While none of…
Why the Brexit Affects Us All
Against all expectations, the people of the United Kingdom voted to leave the European Union with 52% of voter supporting the action. Global leaders are stunned, as many of them,…
Loan Forgiveness Could Lead to Unexpected Taxes After Death
Loss is hard. Taxes can make it harder. (more…)
What To Do If You Inherit an IRA
We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…