The Social Security Administration has announced a cost-of-living adjustment (COLA) to American’s who are currently receiving social security benefits. Roughly 70 million Americans who are receiving social security benefits, including: retirees, those with disabilities, and others will receive the cost-of-living adjustment. On average over the past 12 years, the increase has been around 1.4%. This…

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After months of discussion around what may or may not happen to taxes, an initial proposal has been laid out. Carson discusses where we think taxes may go and how soon the changes may take effect! #Retirewhileyouwork #Planning #Economy #Taxes

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I am writing this email proactively, as I always like to stay ahead of my clients’ concerns.  And, after 20 years I have developed a decent “gut feel” when a little guidance may be welcomed.  As we look back at September and head into the final quarter of the year we have started to see…

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