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Browse All Retirement Planning Articles, Videos, Podcasts
Rules for Divorced-Spouse Benefits
Retirement Planning: Social SecurityRules for Divorced-Spouse Benefits In order to qualify for a divorced-spouse benefit a person must: Be finally divorced from the worker on whose record benefits are being claimed Have been married for over 10 years Be currently...
Inflation Update February 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementCPI Components Before diving deeper into what CPI means beyond an increase (or decrease) in prices, it’s important to understand exactly what CPI tracks. The three largest categories, which account...
A Securities Market Update for You – January 2023
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementMarket highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month's meeting. Because lending rates have increased, housing sales...
2023 Retirement Calendar Checklist
Financial Guides Have you ever stopped to think about all of the paperwork and deadlines involved in retirement? Most of us assume we will be traveling and enjoying our grandkids, not recognizing the work that needs to be done beforehand. So, I want to provide you...
Winter 2023 Key Financial Deadlines
Financial Guides Do you know what days the market closes for 2023? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...
2023 Key Financial Data Guide
Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season. I hope 2023 brings good fortune and health to you all. Today, I'm providing you with a very handy reference guide to help with your finances for...
Last-Minute Year-End Tax Deductions for Existing Vehicles
Tax PlanningIt's time to examine your existing business and personal (yes, personal) cars, SUVs, trucks, and vans for some profitable year-end business tax deductions.In this article, first we will look at your prior and existing business vehicles that you or your...
A Handy Checklist for Year-End Planning
Retirement PlanningThe holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But we strongly suggest that you carve out some time for year-end financial planning so that you will be better positioned as the...
2022 Last-Chance Financial Planning Checklist
Financial Guides It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to take actions before year-end. It’s a small checklist with some BIG...