Inflation- What It Means for Retirement Savings Presented by Marc Aarons   Hope you are doing well! Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be […]

Should Retirement Funds Go Toward Current Needs   Presented by Marc Aarons   I hope you and yours are doing well. This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession (US Inflation Calculator). And with rising credit card debt that averaged […]

Five Basics of Financial Literacy Presented by Marc Aarons Credit and Debt Understanding the ways credit and debt work for and against you are some of the first steps toward understanding personal finance. While it’s not useful to be scared of credit and debt and avoid it entirely, there are some things to look out […]

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 […]

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 […]

Recession or Growth Scare? Your Guide Provided by Marc Aarons   I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes you wonder who’s in charge […]

Inflation Reduction Act of 2022 Provided by Marc Aarons   Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.   Tax credits for energy-related home improvements – The […]

Unpacking the Summer Economy Provided by Marc Aarons In the financial world, some weeks are more important than others, and we just lived through a big one. Let’s unpack each of the four key stats:   The Fed. As expected, the Fed bumped up short-term rates again at its July meeting. But the markets breathed […]

Getting Disability Income The facts about applying for SSDI and SSDI benefits. Provided by Marc Aarons   If you cannot work due to a disability, you might be eligible for Social Security Disability Income (SSDI). These federal government payments could offer you a degree of financial relief.1 Most SSDI recipients get paid between $700-1,400 per […]

In this Q2 recap: Stocks and bonds were rattled by rising interest rates as the Fed took aggressive monetary tightening steps to combat accelerating inflation. Higher rates and continuing supply chain bottlenecks sparked recession fears. Quarterly Economic Update A review of Q2 2022, Presented by Marc Aarons THE QUARTER IN BRIEF Stocks dropped in the […]