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Social Security’s 2023 COLA Increase: What You Need to Know About Future Benefits

Social Security Retirement and Supplemental Security Income (SSI) benefits will increase by 8.7 percent in 2023, the most significant increase since the 1980s. The last time the cost-of-living adjustment (COLA) was higher was in 1981, when the increase was 11.2%. The increase, due to inflation, will result in a Social ...
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Holiday Season Deplete Your Savings? Here’s How to Recover

If you’re like many, overspending during the holiday season may deplete your savings. It is important for you to recover your savings so you’re financially prepared for unexpected expenses. Here are tips to help you spend less and send more money to your savings: ...
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8 Financial Strategies for the New Year

The start of the New Year is a great time to implement financial strategies toward improving your life. Whether you’re already saving or trying to pay off debt, making the right financial resolutions and working towards them can help you achieve your goals. Use these eight financial strategies to improve ...
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5 Ways to Plan Your Legacy In Retirement

As you retire and continue to grow your wealth, you may want to give back to others. Allowing you to plan your legacy through philanthropic giving in retirement ...
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Savings Statistics to Help Motivate You to Save More in 2023

As we enter the New Year, your financial security be top of mind as you work towards your goals. Here are some saving statistics to help motivate you ...
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7 Actions to Help Boost Your Retirement Savings in the New Year

Planning for retirement by implementing appropriate retirement savings strategies can help boost your retirement savings. It’s essential to realize that saving for retirement happens over time through varying market performance cycles and specific actions ...
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12 Tips to Help Your Holiday Budgeting

Holiday spending and holiday budgeting go hand-in-hand. Holiday spending doesn’t just include gifts. Holiday spending on food, decorations, travel and more during the holiday season may often increase your monthly spending ...
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Incorporating Giving Back into Your Year-End Financial Planning

If you’re incorporating giving back as part of your year-end financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by giving as part of an approach to charitable giving. You may want to consider philanthropic giving. Which addresses the root ...
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Looking for Safety and Income

Recently I spoke to a successful couple in their late 40s who had aspirations of retiring within the next ten years and hopefully sooner.  They had kids soon to be entering their college years and hoped they were saving and investing enough to reach their retirement goals.  Given the amount ...
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