Gabe Fransen | December 14, 2022 Approximately 70 million Americans will see their Social Security and Supplemental Security Income increase 8.7%. Increased benefits will begin in January of 2023. Here are some additional facts related to the 2023 COLA adjustment: This benefit increase, on average will be put an extra […]
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Gabe Fransen | November 29, 2022 A big part of our retirement planning process has to do with identifying risks that could hurt our client’s retirement plans. We find it beneficial for our clients to understand what risks we are looking for, if the risks are applicable to them, and […]
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Gabe Fransen | October 17, 2022 What if my account goes to zero? It’s a question we’ve heard more than once in the past 10 months. It seems to come from a place of fear, and extreme emotional aversion to loss. There’s likely a lack of understanding too, an understanding […]
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Mark Triplett | September 12, 2022 Is it better to be an owner or lender? A simple question worth asking yourself. Would you rather be the owner of your home (a relatively consistent appreciating asset I might add) or would you rather be the lender? As an owner you borrow […]
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Gabe Fransen | July 26, 2022 In the late 1970’s Congress enacted Internal Revenue Code Section 401(k) as part of the Revenue Act, which set the path for employees to contribute a percentage of their salary to their employer’s 401(k) plan. There have been several detailed changes to 401(k)’s since […]
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Gabe Fransen | July 6, 2022 Being invested in the stock market brings risk and volatility to your portfolio of assets. They say the higher the risk, the higher the reward over long periods of time, but when we are in a period of market decline, it can sometimes be […]
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Gabe Fransen | June 3, 2022 As you move from your working years to your post working years, the transition can be complicated. Instead of income coming into the household and investments being added to, it’s now time to take distributions from those retirement accounts for your income needs. With […]
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Gabe Fransen | April 20, 2022 It is likely that you have heard about rising interest rates and inflation lately. Inflation has topped 8% year over year as of March 2022. We haven’t seen this level of inflation since 1981, when we saw it hit 10.32% year over year. Will […]
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Mark Triplett | September 3, 2019 The term recession seems to be gaining a lot of airtime lately. Fears of an economic slowdown seem to be everywhere. Many folks are tuned in to the fearmongering, and allowing it to affect their daily lives. “Recession” gets tossed around in the media […]
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Gabe Fransen | February 22, 2022 I’m writing this piece in early February of 2022. Inflation! I bet you’ve heard this word a lot recently. I’d put money on it that you have been feeling it’s affects at the grocery store and gas pump. It’s hard to bury the fact […]
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