Insights & Updates

Blog2018-03-16T09:59:51-05:00
1510, 2019

Social Security Benefits Cost-of-Living Adjustment for 2020

By |October 15th, 2019|Categories: Retirement, Social Security|Tags: , |Comments Off on Social Security Benefits Cost-of-Living Adjustment for 2020

On October 10, the Social Security Administration (SSA) announced that recipients will be receiving a 1.60% raise in January 2020 in the form of a cost-of-living adjustment.  SSI recipients will receive their increased paychecks in December 2019. The raise is lower than the last couple of years because inflation in the third quarter (July, [...]

1010, 2019

Employee Stock Plan Mistakes to Avoid

By |October 10th, 2019|Categories: Beneficiaries, Benefit Plans, Options, Retirement, RSUs, savings, Stock Plans|Tags: , , , , , , |Comments Off on Employee Stock Plan Mistakes to Avoid

Fall is open enrollment for many employer benefit plans. Employee stock plans are a great way to build wealth and help you reach your financial goals. Confusion over these plans often leads to costly mistakes. Thanks to Fidelity for helping with their 6 Employee Stock Plan Mistakes to Avoid.  

1502, 2019

What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

By |February 15th, 2019|Categories: Blog|Tags: , , , , , , , |Comments Off on What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

Many people have been asking, "What do I do when the IRS calls  me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]

1801, 2019

Ways to Save On Your Cellphone Bill

By |January 18th, 2019|Categories: Blog|Tags: , , , , , |Comments Off on Ways to Save On Your Cellphone Bill

Today, most of us depend immensely on our cellphones. I use mine to check in to flights, buy groceries, search the internet, and text and call my friends and family. However, while cell phones are essential for many people's lives, your cellphone bill could be a huge drain on your funds. Most bills runs $100 [...]

1912, 2018

Setting a Financial New Year’s Resolution With Your Kid

By |December 19th, 2018|Categories: Blog|Tags: , , , , , , , , , |Comments Off on Setting a Financial New Year’s Resolution With Your Kid

Many of us may be setting our own financial New Year's resolution. You could be focused on sticking with your budget or starting an emergency fund. Whatever your goal, you can also use this time to help your child or grandchild set their own financial resolution. Doing so will not only teach them important financial [...]

911, 2018

5 Savings Tips for Seniors

By |November 9th, 2018|Categories: Blog|Tags: , , , |Comments Off on 5 Savings Tips for Seniors

Many seniors are looking to stretch their retirement savings, whether you want to leave a bigger inheritance or simply want a larger nest egg for unexpected events. After the financial crash, many 401Ks took a hit, but that doesn't mean you can't find ways to stretch your social security or pension. Consider some of the [...]