Posts about Beneficiaries

Social Security COLA for 2026

Social Security COLA for 2026 Presented by Marc Aarons On October 24, 2025, the Social Security Administration announced the 2026 cost-of-living adjustment (COLA), and I wanted to provide a quick breakdown of what’s changing, why it matters, and what steps you may want to take next. 1. What was announced? Social Security and Supplemental Security […]

Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Provided by Marc Aarons @ Money Managers, Inc. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as […]