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Why Americans worry changes to the U.S. retirement system could upend their plans

Why Americans worry changes to the U.S. retirement system could upend their plans

by Kenny | May 17, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS As wage growth outpaces inflation, Americans have reason to be more optimistic about long-term goals like retirement. But many still fear that uncertainties like a higher cost of living or U.S. government changes to the retirement system may throw them off...
7 Spring Cleaning Moves for Your Finances

7 Spring Cleaning Moves for Your Finances

by Kenny | May 10, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Here’s how to get your financial house in order Forget cleaning out the closet, scrubbing the floors and washing the windows. The start of spring is an even better time to get your finances in order. “One thing on many people’s minds is cleaning. But what if you...
What’s Changing for Retirement in 2024?

What’s Changing for Retirement in 2024?

by Kenny | May 3, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. The dawning of 2024 will usher in more changes than usual on the retirement-planning front. As is typical with the turn of the calendar page,...
How to Deal With a Big Tax Bill

How to Deal With a Big Tax Bill

by Kenny | Apr 25, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Don’t panic — but do pay the tax tab Bills are a fact of life, though some require more urgent attention than others. Ignore your brother-in-law because you still owe him $50 from last year’s poker game, and you’ll get the cold shoulder. Ignore your debt to Uncle Sam,...
7 Ways Retirement Will Be Different in 2024

7 Ways Retirement Will Be Different in 2024

by Kenny | Apr 18, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

How changes in Social Security, Medicare, taxes and more will affect your finances For most people, retirement finance is a delicate balance between income that’s likely less than what you made while working and expenses that may be lower in some areas (no more...
As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate

by Kenny | Apr 11, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS More Americans are expected to turn 65 through 2027 than in any time in history. Despite the ‘silver tsunami,’ the correct age to retire is still in question. A fight is brewing in Washington over whether the mandatory retirement age for airline pilots...
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Topeka, KS 66614

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Recent Posts

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  • A PHILOSOPHICAL SLOTT REPORT ENTRY August 7, 2024
  • IRS FINAL REGULATIONS LOOSEN DEFINITION OF “ELIGIBLE DESIGNATED BENEFICIARY” August 5, 2024
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