by | Nov 1, 2024 | Uncategorized
As retirement approaches, Social Security remains a critical piece of the puzzle for millions of Americans. With recent changes, including cost-of-living adjustments and shifts in claiming strategies, questions are on the rise. Here’s a breakdown of the most pressing...
by | Oct 30, 2024 | Uncategorized
As the upcoming election approaches, retirement planning questions are top of mind for many Americans. With potential policy shifts that could impact Social Security, Medicare, taxes, and even market stability, retirees and those nearing retirement are wondering how...
by | Oct 28, 2024 | Uncategorized
When it comes to financial planning, the debate between commissions and fees has been ongoing for years. Many clients are unsure whether they are getting the best deal or if they are being misled. The mainstream narrative often paints fees as a more transparent,...
by | Oct 24, 2024 | Uncategorized
National Retirement Security Week (NRSW), held annually during the third week of October, is a campaign dedicated to raising awareness about the importance of retirement planning. Originally established in 2006 by the U.S. Senate, this observance encourages Americans...
by | Oct 23, 2024 | Uncategorized
Essential Questions to Ask Your Financial Advisor About Your Portfolio and During Annual Reviews When it comes to managing your finances, staying informed and engaged is crucial. Regularly discussing your investment strategy and financial plans with your advisor can...
by | Oct 18, 2024 | Uncategorized
The Shaquille O’Neal Approach: Why Annuities Should Be a Key Part of Your Financial Portfolio When Shaquille O’Neal speaks about success, people listen. A basketball legend with four NBA championships and an enduring legacy, Shaq has made a name for himself not just...
