How Will Working Affect Social Security Benefits? Presented by Marc Aarons In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full […]

2023 TAX GUIDE How to Prepare for Tax Season Presented by Marc Aarons Understand Where Your Federal Tax Dollars Go In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare. Keep in mind, this guide is for informational […]

SECURE Act 2.0: An Overview Provided by Marc Aarons In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community […]

SECURE Act 2.0 Passed in Final Days of 2022 Presented by Marc Aarons   Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.   You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement […]

IRA Deadlines Are Approaching Here is what you need to know. Provided by Marc Aarons   Financially, many of us associate the spring with taxes – but we should also associate December with important Individual Retirement Account (IRA) deadlines. This year, like 2022, will see a few changes and distinctions. Remember, this article is for […]

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 […]