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Five Things I Wish I’d Known Before I Retired

Five Things I Wish I’d Known Before I Retired

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

Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement. Planning for retirement is tricky. There can be a lot of uncertainty involved. You try to make good decisions with the information you...
6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

6 Reasons Annuities Should Be Part of Your Retirement Plan in 2024

by Kenny | Jan 19, 2024 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

When setting up your financial retirement plan, you’ll likely consider various options for how you plan on covering the bills in your golden years. With soaring inflation and aggressive rate hikes from the Fed, annuities have become more popular recently, as those...
Retired or Nearly Retired? 2024 Is the Time to Focus on Risk Reduction

Retired or Nearly Retired? 2024 Is the Time to Focus on Risk Reduction

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

“The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a devastating worldwide pandemic in 2020. Nevertheless, we can look to the past for hints on how the next year may...
What’s Changing for Retirement in 2024?

What’s Changing for Retirement in 2024?

by Kenny | Jan 5, 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,...
7 Ways Retirement Will Be Different in 2024

7 Ways Retirement Will Be Different in 2024

by Kenny | Dec 28, 2023 | 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...
Here’s when the 2024 Social Security cost-of-living adjustment will kick in

Here’s when the 2024 Social Security cost-of-living adjustment will kick in

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

While inflation has been falling in recent months, seniors remain especially vulnerable to price increases, experts say. Social Security recipients and others on fixed incomes will soon see a slight increase in their monthly benefit checks from the U.S. government....
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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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