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Posts Tagged ‘retirement planning’
May 2022 Newsletter
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Read MoreRetirement Account or Retirement Plan: What’s The Difference?
Written by Jeff Walker, Financial Planner Retirement Account or Retirement Plan: What’s The Difference? The most widely used and well-known retirement savings plan in the United States is a 401(k) plan. The term “401(k)” refers to Section 401(k) of the Internal Revenue Code. These types of plans allow employees to avoid taxation on their income…
Read MoreApril 2022 Newsletter
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Read MoreRetirement – A New Identity
Written by Jeff Walker, Financial Planner Retirement – A New Identity George had been looking forward to retirement. The high pressure of sales and service that came with his job was getting to him, he found getting through the weeks harder and harder. Too many meetings, too much travel, too many changes in technology, too…
Read MoreMedicare Cost on the Rise
February 2022 In November 2021, the Center for Medicare and Medicaid Service (CMS) released the 2022 premium amounts. If you are currently on Medicare or approaching Medicare age, you most likely took notice. The CMS announced a 14.5% increase to Part B medical coverage. The new amount will be $170.10, up from $148.50 in 2021.…
Read MoreFebruary 2022 Monthly Newsletter
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Read MoreFinancial Planning for Veterans is Different
Every Veteran is unique and requires personalized financial advice According to the most recent data from the U.S. Census, there are over 17 million Veterans in the United States and more than nine million of these Veterans are served by the Department of Veterans Affairs. Ironically, serving your country sometimes brings tough economic times to…
Read MoreTravel Updates: What’s Changing
I’m a U.S. Citizen. Where in the World Can I Go? Posted by CopyTeam Are you experiencing longings of wanderlust? Ready for some cultural travel? Unfortunately, the outlook for the United States has changed dramatically, thanks to the uncontained spread of COVID-19 and stalled vaccination efforts. The worst part is that other…
Read MoreThe Fed’s Beige Book
October’s Beige Book Entries Tackled Everything from Skyrocketing Wages to the Desperate Search for Workers Posted by CopyTeam The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic…
Read MoreWho’s Paying Higher Prices?
Some Companies are Absorbing Costs — U.S. Companies Bet Shoppers Will Keep Paying Higher Prices In the Long Run Posted by CopyTeam You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme…
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