Articles and Insights from the Capital Advantage Team.

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Women Over 50 Traveling Solo: Top Tips from a Pro

Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips in hopes that COVID-19 will have calmed down some. With this in mind, I wanted to share a recent lunch conversation about women traveling solo […]

Social Security Announces Big Raise for Beneficiaries in 2022—Is the System Headed for Insolvency?

In October of this year, it was announced that Social Security benefit payments would see a 5.9% increase in 2022, after a year of higher-than-expected inflation. This is the largest cost-of-living adjustment (COLA) in almost 40 years! Seeing a sizeable increase in Social Security payments should be good news for recipients considering that the Annual […]

A New Tax Plan is Taking Shape: Will you be Affected?

The new tax proposal is taking shape, yet we don’t expect to know the final details until later this year. The proposal’s package of tax changes is in the early stages of the legislative process and will likely evolve from there. The U.S. House Ways and Means Committee voted to approve a proposed package of […]