Newsletters

July

• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

  According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

• What Is Value Investing?

  At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

• Midyear Checkup: Can You Contribute More to Your Retirement Plan?

  With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.