What Does the Inflation Act Mean For You?
This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.
Social Security and Retirement Earnings
Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.
September Is Life Insurance Awareness Month
This article will use Life Insurance Awareness Month as an opportunity to talk about the importance of life insurance.
How To Claim Social Security Without Losing Money with Martha Shedden
Social security might be your largest asset in retirement, but how long will it last? And how can you increase the money you receive when you retire? When you don’t know what you’re entitled to, you might leave more money on the table than you think. Catherine from HFM Investment Advisors and Martha Shedden, a social security expert and educator, have a conversation about what you must know about social security so that you can get as much money as possible during retirement.
August Is National “Make a Will” Month
A great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.
5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.
I Bonds Paying 9.62%… What’s The Catch?
Right now, I-bonds present an extremely attractive 9.6% rate of return. So, how come we never hear about I-bonds? Learn why I-bonds are currently popular, how to buy them, and whether your should in this snappy episode of the Dollar Wise Podcast.
Staying the Course through Volatile Markets
Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections, international instability and as we have seen recently, a global health pandemic.
Retirement Strategy: Planning Your Retirement Lifestyle
A retirement lifestyle is more than just saving money; it's also deciding how you want to spend that extra time. Here's a look at what you want to consider.
Risk Management: Modern Portfolio & Behavioral Finance Theory
This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.