by Christina Minton | Nov 3, 2025 | Retirement
The Social Security Administration announced a 2.8% boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2026, another rate drop versus last year’s increase of 3.2%. The increase is based on the rise in the Consumer Price Index...
by Christina Minton | Oct 27, 2025 | Retirement
As you or your family members approach retirement years, it’s important to have a basic understanding of the IRS gift giving rules. With this understanding, there are opportunities to leverage this tax law without creating a tax problem. The rules You may give...
by Christina Minton | Aug 11, 2025 | Retirement
Want to jump start your child’s retirement with a million dollar tax-free account? Consider this: The million dollar idea As soon as your child begins to earn income, open a Roth IRA and set a contribution goal to reach before they graduate from high school....
by Christina Minton | May 5, 2025 | Retirement
It is now easier than ever to check your report Most of us go through life without being concerned with, or ever checking on, our Social Security records. We assume the money deducted each payday and an equal amount paid in by our employer is applied properly to this...
by Christina Minton | Dec 9, 2024 | Retirement
As part of your planning for next year, now is the time to review funding your retirement accounts in 2025. Recent cost of living calculations means much higher contribution limits for next year. Plus the higher income phaseouts for eligibility will make many more...
by Christina Minton | Oct 28, 2024 | Retirement
2025 Cost-of-Living Adjustment (COLA) changes The Social Security Administration announced a 2.5% boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2025, another rate drop versus last year’s increase of 3.2%. The increase is...
