Check out our focused session on how to make the most of your Social Security benefits. Learn when and how to claim, how spousal and survivor benefits work, the impact of continued work and taxes, and strategies to potentially increase your lifetime payouts. Whether you’re nearing retirement or planning ahead, this webinar will provide practical […]
Unlocking Social Security: What You Don’t Know Could Cost You Read More »
Amid an onslaught of anxieties over tariffs, the economy, and geopolitical challenges in the Middle East, investors brushed aside worries and drove the S&P 500 Index and the Nasdaq Composite to record closing highs on the final two trading days of June, according to data provided by MarketWatch. Key Index Returns MTD % YTD
Cautious optimism leads to new heights Read More »
In early 2021, Marjorie Bloom, a 77-year-old retired federal attorney, fell victim to a complex tech support scam that cost her $661,000. In summary, the scammer pretended to be a “fraud investigator” from PNC Bank, where Ms. Bloom had been a long-standing customer. How could such a fraudulent activity occur? According to CNBC, the “investigator” persuaded
Don’t Be a Victim: Internet Scams That Target the Elderly Read More »
ChartTalk: The U.S. federal budget deficit is growing—and threatens to expand further with recent proposals in Congress. The infographic illustrates the sources of federal revenues and the programs to which those monies flow. What makes up America’s ballooning federal budget deficit? The gap between federal revenue and expenditures is widening, as illustrated in the graphic below.
America’s $1.8 Trillion Federal Deficit Read More »
The Social Security Administration’s “death master file” has been in the news. It serves as a reminder that you can help clients who lose a spouse—by knowing how to claim Social Security benefits in the event of a death. The Social Security Administration’s death master file has been in the news lately, first in
Claiming Social Security: In Case of Death Read More »
Born in 1930, Warren Buffett’s foray into the stock market began at the age of 11 when he purchased three shares of Cities Service for $38 each, according to CNBC. The stock briefly dipped, then rebounded to $40. He sold and booked a small profit. After the sale, young Warren stood on the sidelines as
Lessons From a Legendary Investor Read More »
Aggressive tariff policies triggered significant market volatility amid a sharp early April selloff, which was followed by a sharp rebound when the most severe tariffs were delayed. More recently, the market’s relatively muted reaction to tariff headlines suggests that investors are anticipating a reduction in trade tensions. At the very least, they do not foresee
Stocks rebound amid tariff threats Read More »
The U.S. House has taken one step toward passing a massive tax and spending-cut bill that would still add to ongoing deficits. Action now moves to the Senate. Here are 10 things to know about the legislation that could affect you. The U.S. House of Representatives narrowly passed President Trump’s comprehensive domestic policy package on
10 Things to Know About the House’s ‘One Big Beautiful Bill’ Read More »
Most employees depend on their employers for health insurance today. It is possible to go into the open market and buy an individual health insurance policy under the Affordable Care Act, but these policies tend to be expensive. Premium subsidies are available, but only if you meet asset and income limitations. Of the insurance options available to working people
Health Insurance Before and After Retirement Read More »