Social Security Cost of Living

Big Social Security Cost of Living Increase Expected in 2021

July 28, 2021

Will the Social Security Cost of Living Adjustment keep up with inflation in 2021? Our estimate is that the cost of living adjustment in 2021 will be one of the highest in recent decades.

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July 2021 Financial Planning & Investment Newsletter

July 27, 2021

Financial Planning & Investing Newsletter July 2021 | Mid Year Review of the Investment Landscape | Other Articles & Videos

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How to Choose Investments In Your College Savings Accounts

July 23, 2021

You have started saving for your child or grandchild’s college education! Here how you choose investments in your college savings accounts.

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inflation transitory

Is Inflation Transitory or Not?

July 22, 2021

The important question in the investment world is: Is inflation transitory or not? Whether inflation ends up running hot or cold can make a big difference in how markets perform. Read about our thoughts regarding this all-important question.

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Tax Gain loss harvesting

Tax Gain-Loss Harvesting [Video]

July 20, 2021

Today we are talking about tax gain and loss harvesting. Watch our video to see one thing to help you keep more of your money!

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Stay Diversified FROM Your Employer

July 15, 2021

Why to stay diversified. If you invest in your company’s retirement account or choose your own investments what do you really own?

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