Social Security COLA for 2023 set

Social Security COLA for 2023 set

The Social Security Administration (SSA) announced an 8.7 percent cost-of-living adjustment (COLA) for 2023, the largest inflation-fueled increase in benefits in more than 40 years. Starting in January, the average monthly Social Security retirement benefit will rise...
Evaluating Fixed Income Through the Lens of Your Goals

Evaluating Fixed Income Through the Lens of Your Goals

KEY TAKEAWAYS The year 2020 saw stark differences in returns between fixed income categories—some of the largest in history. This unprecedented return dispersion is a reminder that fixed income asset classes can behave very differently, so allocations should be...
The Power of Thinking About Retirement

The Power of Thinking About Retirement

Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg.  In fact, retirement should be thought of as a major life transition that deserves thought and preparation...
Changing Retirement Expectations

Changing Retirement Expectations

Over the past several years, many Americans have begun to question their ability to prepare for a financially secure retirement.  This awareness now begs the question, how will pre-retirees adjust their retirement expectations to match their economic realities? The...