Mon - Fri 8:30 AM - 5:00 PM (801) 225-5555

Blog

A 6.1% Bump in Social Security?

A 6.1% Bump in Social Security? COLA and Social Security. The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983. It’s all about inflation. Social Security cost of...
Read More

The Fed Acknowledges Inflation

The Fed Acknowledges Inflation As inflation climbs, the Fed reacts. At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%, up from its March projection of...
Read More

Will Updated I.R.S. Tables Create an Opportunity for Retirees?

Will Updated I.R.S. Tables Create an Opportunity for Retirees? Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update...
Read More

Building a Healthy Financial Foundation

Building a Healthy Financial Foundation How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid foundation. It means that...
Read More

Speed Bumps & Headlines

Speed Bumps & Headlines Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
Read More

Why Roth IRA Conversions May Now Be Advantageous

Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. Do Roth IRAs seem even...
Read More
1 2 3 4 5 6 10