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Charitable Gift Giving: Opportunities and Scams
The cries for charitable gifts are swinging into high gear. Most people do the majority of their giving in the final ...
Inflation, Deflation, and Disinflation
Inflation is decreasing. Are you wondering why you’re not feeling it? We are asked this question often. LetR...
Seizing Control of Your Retirement: Monthly Pension vs. Lump Sum
The end of the year tends to be a popular time for people who are looking to retire to do so. For those fortunate eno...
Social Security Announces 2.5% COLA Increase for 2025 Amid Cooling Inflation
The Social Security Administration announced a 2.5% Cost of Living Adjustment for 2025, effective January 1, marking ...
Medicare Open Enrollment: It’s Time To Review Your Healthcare Coverage
The Annual Medicare Open Enrollment period has begun. If you need to make changes to your plan for 2025, now is the t...
When can Medicare Part D be opted out of?
A common question from individuals researching their Medicare options is, “Can Medicare Part D be opted out of?...
More Americans Are Working Beyond Retirement Age. Should You?
As people live longer and healthier lives, more individuals are choosing to continue working well past the traditiona...
Cybersecurity Awareness Month: Protecting Your Financial Security
In an increasingly digital world, safeguarding your personal and financial information has never been more crucial. H...
Fed Cuts Rates: Implications for the Economy, Stock Market, and Bond Market
The Federal Reserve cut rates, a move that has far-reaching implications for the economy, stock market, and bond mark...