The Social Security Administration Announces 2021 COLA

What you should know about the most recent cost-of-living adjustment.   On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years.   What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such

Roth IRA Conversion in the Era of COVID-19

Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to

The Solo 401(k)

Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must either