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IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits

2021-11-19T13:10:47-05:00November 5th, 2021|Blog|

IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits By: Margaret Nickens The IRS released the 2022 contribution limits and deduction income limits for IRAs, 401(k)s, and other retirement accounts. While there's some disappointing news in the batch, there's definitely some increases to celebrate. The Bad News The IRS is not increasing contribution limits [...]

Social Security Will Increase Significantly in 2022

2021-10-18T13:38:19-05:00October 18th, 2021|Blog|

Social Security Will Increase Significantly in 2022 By: Stacey Nickens Retirees will see a large increase in their Social Security benefits in 2022. Last week, the Social Security Administration announced that the cost-of-living adjustment will be 5.9% in the upcoming year. However, seniors should keep in mind that benefits are increasing because inflation is increasing. [...]

Retiring This Year? 3 Money Moves To Make Right Now

2021-10-15T11:37:24-05:00October 15th, 2021|Blog|

Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get closer [...]

How to Survive a Bear Attack: 6 Strategies for Embracing a Stock Market Downturn

2021-11-01T13:44:55-05:00September 27th, 2021|Blog|

How to Survive a Bear Attack 6 Strategies for Embracing a Stock Market Downturn By: Stacey Nickens Fall is a beautiful time to head out into nature for a camping trip, but enjoying nature doesn't come without risks. You may face dehydration, mosquito bites, and even bears. A bear attack is certainly the worst case [...]

3 Ways to Minimize Your Tax Bill in Retirement

2021-09-14T11:48:17-05:00September 10th, 2021|Blog, Bull Market|

3 Ways to Minimize Your Tax Bill in Retirement By: Stacey Nickens You've worked hard your whole life to build up your retirement nest egg. You save for healthcare expenses, housing renovation needs, and even a travel budget. However, as you are settling into a slower retirement lifestyle, you realize that you're paying a hefty [...]

6 Things Medicare Won’t Cover

2021-07-12T15:17:52-05:00June 30th, 2021|Blog|

6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and skilled [...]

Understanding Georgia’s Retirement Income Exclusion

2021-02-15T14:23:20-05:00February 15th, 2021|Blog|

Understanding Georgia's Retirement Income Exclusion By: Stacey Nickens In Georgia, retirees and older individuals can shelter some of their income from state taxation. This retirement income exclusion is available to state residents who are 62 years and older as well as some disabled taxpayers. Georgia's retirement income exclusion allows qualified taxpayers to exclude certain forms [...]

Positions I’m Watching: Industrial REITs

2020-11-16T16:51:15-05:00November 16th, 2020|Blog|

Positions I'm Watching: Industrial REITs  By: Stacey Nickens Last week, Pfizer announced that their vaccine was 90% effective when tested on a small group of individuals. This news pushed the market away from growth equities towards value stocks. The move came as investors began to have hope that the pandemic's hardest-hit industries, such as airlines [...]