In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
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Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.
For Eight days at the end of September, my wife, Joni and I traveled to Rome and Cinque Terre. The week was glorious– the food, the wine, the people, even the weather.
It’s time to gather paperwork and prepare your returns by April 18th. Since it’s likely been a year since you last spoke to your CPA.
Once the law is fully phased in, a high-earning spouse or divorced individual will no longer be able to receive a spousal benefit if his or her own retirement benefit is higher.
Survivor planning is one of the most important aspects of Savvy Social Security Planning.
Life expectancy is a critical element in Social Security planning.
To ensure no gaps in coverage, arrange for Medicare and supplemental insurance before existing coverage ends.
Since then, the retirement landscape has changed. Full retirement age for Social Security is 66 or 67.
Health care costs are rapidly emerging as a major expense item both before and during retirement.