Feb 6, 2025 | Articles, Social Security
The repeal of WEP and GPO is a big change for those who are affected. Many government employees who have received or are entitled to pensions for noncovered work will get significantly more from Social Security at retirement than they might have been previously entitled to receive. Those anxious to know how the new rules will affect benefits to which they might have been entitled in 2024should check the Social Security administration’s website for updates.
Jan 7, 2025 | Blog, Wealth Management
January 6, 2025 Market Insights Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...
Jan 24, 2023 | Financial Planning, Legacy
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
Oct 25, 2022 | Financial Planning, Financial Planning, Wealth Management
You’ve been working for it your whole life: a happy retirement. No more morning commutes, clocking in, budgeting vacation days, or meetings that could have been e-mails. For most people, letting go of your professional life means starting an entirely new lifestyle.
May 29, 2022 | Financial Planning
Your charity of choice should be aligned with your values and the way you believe a charity should be run, and be legitimate. Let’s talk about how to vet a charity to make sure it’s valid and genuine.
