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Hot News: Rethinking Social Security in 2016

 NEW YEAR, NEW YOU Social Security Strategy Recent budgetary legislation approved by Congress and signed by President Obama will result in major changes to the available Social Security claiming strategies. Section 831 (Closure of Unintended Loopholes) found in the Bipartisan Budget Act of 2015 has left many retirees and pre-retirees in a state of confusion…
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Watching The Tape

Watching The Tape: November 17, 2015

Watching the Tape: A random walk through recent economic, market and business headlines, November 12, 2015 “History”, a philosopher once said, “is the story of unintended consequences”. Examples: Prohibition outlawed alcoholic beverages in America. Unintended consequence: Prohibition created a new class of outlaws: the mafia. Speaking of unintended consequences… Kudzu was planted in the South to…
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Rollover IRA

Hot News: Retirement Plan Contribution Limits Unchanged for 2016

Retirement Plan Contribution Limits Unchanged for 2016 The Internal Revenue Service (IRS) provided some expected but unwelcome news recently regarding the amount of money that investors can save toward retirement. Due to insufficient inflation, no cost-of-living adjustments will be made affecting dollar limitations for retirement savings accounts for 2016. Employer Sponsored Plans For those individuals…
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Watching The Tape

Watching the Tape: October 7, 2015

Watching the Tape: A random walk through recent economic, market and business headlines, October 7, 2015 “It’s a fixer-upper of a planet but we could make it work.” — Elon Musk, SpaceX, regarding Mars Last week was a week of discovery. Early in the week, scientists announced discovery of water on Mars. Later in the week archaeologists unveiled…
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Simple IRA

Hot News: The Interconnected Medicare and Social Security Decision

The Interconnected Medicare and Social Security Decision Social Security claiming strategies are some of the most common topics we discuss with clients while building a financial plan. That decision cannot be made in isolation though. The implications of applying for Social Security retirement benefits can have a direct and meaningful impact on your financial health…
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