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Retirement

How to build a tax-advantaged charitable giving plan

How to build a tax-advantaged charitable giving plan

Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosing to hold and...

How might the 2023 COLA increase affect retirees’ financial plans?

How might the 2023 COLA increase affect retirees’ financial plans?

The Social Security Administration provides benefits to retired employees. These benefits can become a substantial part of your retirement plan, especially since they are adjusted according to each year’s cost-of-living expenses. By January 2023, Social Security and...

What does a recession mean for me and my retirement plan?

What does a recession mean for me and my retirement plan?

What exactly constitutes a recession is hard to define and the definition has been getting a lot of publicity recently, but generally, a recession is considered a period where a nation’s economic output is declining. Recessions are commonly described as a fall in GDP...

Are you saving enough for health care costs you may face in retirement?

Are you saving enough for health care costs you may face in retirement?

It’s about that time of year when people with Medicare must decide whether to make changes to their insurance plan. Most people are used to health insurance coverage that is supplied by an employer. According to one survey, 77% of Americans who are currently working...