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6 Things I Wish Someone Had Told Me Before I Retired

6 Things I Wish Someone Had Told Me Before I Retired

by Kenny | Nov 2, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...
Social Security benefits in 2024: 5 big changes retirees should plan for

Social Security benefits in 2024: 5 big changes retirees should plan for

by Kenny | Oct 27, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As inflation lingers, the Social Security Administration (SSA) is boosting its cost of living adjustment (COLA) for benefit checks in 2024. It’s just one of many changes announced by Social Security recently. Here are some key changes to Social Security happening next...
Don’t Make This Big Retirement Mistake

Don’t Make This Big Retirement Mistake

by Kenny | Oct 20, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent survey of Americans who have yet to retire found that just 10% have made plans to receive the biggest possible Social Security payout. And it’s not because people don’t know that Social Security pays bigger benefits the longer you wait to claim. More than 90%...
What Is a Fixed Index Annuity?

What Is a Fixed Index Annuity?

by Kenny | Oct 12, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

The S&P 500 represents about 80% of the total market capitalization of large-cap U.S. stocks (market price per common share multiplied by the number of common shares outstanding). As it is so widespread, many market analysts use it as an indicator of the overall...
6 Things I Wish Someone Had Told Me Before I Retired

6 Things I Wish Someone Had Told Me Before I Retired

by Kenny | Oct 7, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...
10 Retirement Planning Mistakes People Make at 50

10 Retirement Planning Mistakes People Make at 50

by Kenny | Sep 29, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Take inventory of your assets and your strategy, or you could regret it later Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but...
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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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