Category: Tax Planning

Your Year-End Financial Checklist

Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year. Sifting through the numerous financial deadlines and planning opportunities coupled with the busy holiday season can be a bit stressful. To simplify year-end management of […]

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 […]