The Social Security Fairness Act: What It Means For You
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.
Year-End Planning Part 1: 2025 Social Security Updates
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. In this two-part episode, Ben and Dan will cover what you need to know and think about before we head into the new year. Listen in as they discuss the new cost of living adjustments, earnings limits, and the windfall elimination provision.
Exploring Retirement Income Sources: Beyond Social Security and Pensions
When you consider your future retirement, are you simultaneously excited and terrified? If so, know that it’s normal! Retirement is a chapter of life that presents exciting opportunities, of course, but many retirees worry about running out of money in their golden years, too. Careful financial planning is essential and, while Social Security and pensions are often significant sources of retirement income, there’s a wide array of options to consider for creating a well-rounded and sustainable financial strategy. In this guide, we’ll explore additional retirement income sources that can enhance your financial security and help you enjoy a more […]
Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
Today’s guest is Colleen Lemasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG.
Ep 101: End of the Year Planning Pt. 2
On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.
