by admwiu | Dec 6, 2023 | Newsletter, Retirement, Tax planning
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2023. Young blogger or...
by admwiu | Dec 6, 2023 | Newsletter, Retirement
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. If you’re in that position, it may help to keep these ideas in mind. Retirement Is Long During your working...
by admwiu | Dec 6, 2023 | Investment management, Newsletter, Retirement
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With $209 billion in assets and $175 billion in deposits, SVB was the nation’s 16th largest bank...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — throughout their...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam. One of the...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the same month found that more than 80% of Americans worry Medicare will not be able to provide...
