2022 had a lot of implications of our money. A volatile market, inflation, rising interest rates and more. With everything that occurred, the new year is the perfect time to review your retirement plans and familiarize yourself with several IRS changes such as tax bracket adjustments, social security increases, IRMAA adjustments and more.
The first half of 2022 has been a challenging one for many. Inflation, volatile stock markets, rising interest rates are just a few things that have been impacting peoples lives. The slower summer months are a great time to check in on your finances and review any adjustments that need to be made.
Practicing good financial habits can be difficult. Which is why it is necessary to have a reason that is bigger than just financial. Your "WHY". Security for your family, leaving a legacy for your children, enjoying financial freedom. These are just a few examples of personal WHY's that are deeper than just having more. What is your WHY?
I-Bonds...where else can you get a 9.62% guaranteed return over a 6-month period!! Learn more about this government issued bond and the ways it may fit within your financial strategy.
Inflation is top of mind for so many across the country. Just check out the increase in Google searches on the word. But what is it, how does it impact you and what can you do to combat its impact?
Life insurance plays a critical role in protecting your loved ones and your money. But it is often an area of financial management that gets overlooked. Learn more about the different types of life insurance and how much may be right for you.