Inflation impacts all of us – especially those on a fixed income. A client recently asked me if social security benefits would see a meaningful increase in the near future. Great question! Ever since 1975, social security benefits have been increase annually via Cost of Living Adjustments (or COLAs). Here is a chart of COLAs […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) Reading List I was recently asked about my “must read” news sources and daily email lists.  Seems like there is an endless supply of news to pick from but here are a few of my daily reads […]

Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]