Roth IRAs are popular savings vehicles because they could reduce your taxable income in retirement. You contribute after-tax dollars to a Roth IRA or 401(k), meaning that eventual distributions likely will not be taxed. There are a number of reasons to contribute to a Roth IRA or 401(k): You can hedge against increased taxes. [...]
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 [...]
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 [...]
Social Security Benefits Could Increase Significantly in 2022 By: Stacey Nickens News headlines are rarely optimistic, but seniors may be excited by some headlines projecting a large cost-of-living adjustment for Social Security benefits in 2022. Each year, the Social Security administration calculates a cost-of-living adjustment for Social Security benefits. With inflation and prices on [...]
Social Security Revamps Their Statement Design By: Stacey Nickens Have you recently logged into your Social Security account and noticed some changes in your statement format? Certain Social Security account users who have yet to claim their benefits started receiving redesigned Social Security statements in early May. The new statements are only two, rather [...]
10 Ways to Protect Your Personal Information By: Stacey Nickens Millions of individuals fall victim to identity theft every year. While the reality is scary and troubling, there are steps you can take to protect your personal information and your identity. Keep reading to learn about 10 steps that the Social Security Administration recommends [...]
3 Investment Opportunities to Hedge Against Inflation By: Stacey Nickens Inflation has risen rapidly during the past year. The Fed is raising interest rates to help combat inflation. However, even if inflation levels out, investors could still take some measures to protect their long-term purchasing power. Investors could increase their exposure to Treasury Inflation-Protected [...]
3 Common Mistakes People Make When Claiming Social Security By: Margaret Nickens Social Security helps many Americans fund their retirement, but sorting through all of the different claiming strategies and rules can be challenging. Retirees may end up claiming their Social Security benefits too early or claiming in a manner that doesn't best meet [...]
Password Security: Protecting Yourself from Identity Theft By: Stacey Nickens This time of year, you may be cleaning out your garage, donating last season's boots, or regifting the Christmas presents that you never used. Many of us remember the importance of keeping our homes organized. However, we often forget to regularly "reorganize and clean [...]
Stimulus Checks Delayed for Some Social Security Recipients By: Stacey Nickens Almost 30 million Social Security and Supplemental Security Income (SSI) recipients will be experiencing a delay in receiving their third stimulus checks. The Social Security Administration (SSA) initially failed to send necessary information to the IRS. However, after a letter from four Congressmen [...]
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