As we approach the end of 2024, Social Security and CMS (Centers for Medicare and Medicaid Services) recently released their annual updates. Social Security recipients will see a 2.5% cost-of-living adjustment (COLA) for 2025. For the national average Social …

With Medicare open enrollment underway, an important change is coming next year that everyone needs to know. Starting in 2025, Medicare Part D will undergo some of the most significant changes in its history, driven by the Inflation Reduction Act of 2022 …

As we enter the final stretch of the 2024 presidential election, it’s clear that Social Security has once again become a focal point. Both political parties are taking swings at each other over a familiar issue: the health of the Social Security trust fund …

Over the last 5 years, the landscape of retirement accounts has changed drastically with the December 2019 SECURE Act and the December 2022 SECURE 2.0 Act. Of all the things Congress cannot agree on, retirement planning is not one of them with both bills …

A few days ago, I received a surprising email from Social Security, which I believe is the first email I’ve ever received from ssa.gov. In the email the Social Security administration announced it would be discontinuing access …

A common question we’ll hear from clients when we present a retirement income plan is, “what are the taxes going to be?”  While some components of that answer are very straightforward, when you consider all the components together the answer can be …

The ninth annual All About the Girls event, hosted by GreatNews.Life, created by Jenny Craig-Brown, continued the trend of empowering and inspiring women of all ages. With a young team of dancers, seven uplifting women (all who’ve faced trials of their own …

May’s blog rounds out part 3 of our 3-part series on building Roth dollars for high-income households. In the last two months, we discussed: What to do when your income crosses the Roth IRA contribution limit for the first time and how to avoid any tax …

This month’s blog is part 2 of a 3-part series on building Roth dollars for high-income households. Last month we looked at what happens to high income households (for 2024: >$230,000 Married, >$146,000 Single) when they can no longer make Roth IRA …