Social Security 2023 COLA Increase Kicks In Presented by Marc Aarons   While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset inflation and its effects […]

Is the Fed Ready to Pause? Presented by Marc Aarons   Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. So, when will the Fed be ready to pause?  The Federal Open […]

A look back at 2022 thus far Presented by Marc Aarons The year in brief. Soaring inflation impacted consumers, businesses, and investors in 2022, and the Federal Reserve tried to rein it in with an aggressive cycle of interest rate hikes. Bulls and bears engaged in a tug-of-war on Wall Street, leaving the major benchmarks […]

  Midterms 2022 Vote by November 8th Presented by Marc Aarons   The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans exercising one of the most sacred of their Constitutional rights.   Election Day is always the Tuesday following the first Monday in November. […]

New Retirement Contribution Limits for 2023 Near-record levels. Provided by Marc Aarons   The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to […]

The Biggest COLA Increase Since 1981 Presented by Marc Aarons   How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top […]

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. Provided by Marc Aarons   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT […]

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. Provided by Marc Aarons What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you […]

Managing Probate When Setting Up Your Estate What can you do to help your heirs?  Provided by Marc Aarons  The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s […]

Life Insurance Awareness Month Presented by Marc Aarons September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life. Here are some ways to quickly evaluate your needs.   *Stop on a DIME – […]