News

23
Jan

Tax Law Changes to Know Before Filing Your 2022 Tax Return

2022 had numerous tax law changes that may impact you when filing your 2022 taxes. Depending on your situation, the changes may mean a reduced refund or a larger tax bill.

Read more

16
Jan

6 Reasons Why You Need Life Insurance

Life insurance provides a strategy to protect your assets against premature liquidation. If a loss from death occurs, the assets you’ve worked hard for may face early liquidation.

Read more

9
Jan

Social Security’s 2023 COLA Increase: What You Need to Know About Future Benefits

Social Security Retirement and Supplemental Security Income (SSI) benefits will increase by 8.7 percent in 2023, the most significant increase since the 1980s. The last time the cost-of-living adjustment (COLA) was higher was in 1981, when the increase was 11.2%. The increase, due to inflation, will result in a Social Security benefits increase of an extra $146 per month, or $1,827 for 2023, up from $1,681 in 2022.

Read more

2
Jan

Holiday Season Deplete Your Savings? Here’s How to Recover

If you’re like many, overspending during the holiday season may deplete your savings. It is important for you to recover your savings so you’re financially prepared for unexpected expenses. Here are tips to help you spend less and send more money to your savings:

Read more

26
Dec

8 Financial Strategies for the New Year

The start of the New Year is a great time to implement financial strategies toward improving your life. Whether you’re already saving or trying to pay off debt, making the right financial resolutions and working towards them can help you achieve your goals. Use these eight financial strategies to improve your financial health in the New Year.

Read more

19
Dec

5 Ways to Plan Your Legacy In Retirement

As you retire and continue to grow your wealth, you may want to give back to others. Allowing you to plan your legacy through philanthropic giving in retirement.

Read more

12
Dec

Savings Statistics to Help Motivate You to Save More in 2023

As we enter the New Year, your financial security be top of mind as you work towards your goals. Here are some saving statistics to help motivate you.

Read more

5
Dec

7 Actions to Help Boost Your Retirement Savings in the New Year

Planning for retirement by implementing appropriate retirement savings strategies can help boost your retirement savings. It’s essential to realize that saving for retirement happens over time through varying market performance cycles and specific actions.

Read more

28
Nov

12 Tips to Help Your Holiday Budgeting

Holiday spending and holiday budgeting go hand-in-hand. Holiday spending doesn’t just include gifts. Holiday spending on food, decorations, travel and more during the holiday season may often increase your monthly spending.

Read more

21
Nov

Incorporating Giving Back into Your Year-End Financial Planning

If you’re incorporating giving back as part of your year-end financial planning, there are many ways you can do so.

You can make an impact while receiving tax benefits by giving as part of an approach to charitable giving. You may want to consider philanthropic giving. Which addresses the root cause of social issues and requires a more strategic, long-term strategy, versus donating which tends to be more occasional giving.

Read more