Medicare: Understanding Parts A, B, C, & D

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are incorporating this government-sponsored program into their future health care decisions, and for good reason. Learn...

Why More Americans Are Retiring Now Than Ever

They’re calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans, for retirement. While endless column inches...

January Is National Financial Wellness Month

January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. It’s a great time to connect with your financial professional to discuss your financial situation and aspirations for their future. It’s also a good time to...

The Social Security Administration Announces 2022 COLA

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits...

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the limit remaining at $6,000. The...

RMDs For 2021: Here’s What’s Changing

The CARES and SECURES Acts offered financial relief during COVID-19. And though some of the benefits of these acts are no longer in effect, some of the rules within them were enacted as permanent changes in 2021. In this article, we will look at how these changes...