Recent News and Articles
End of Year Reflection
David Greene, CFP® reflects on the events of 2022.
Social Security Update
Source: Social Security Administration Starting in August 2016, Social Security is adding a new step to protect your privacy as a my Social Security user. This new requirement is the result of an executive order for federal agencies to provide more secure authentication for their online services. Any agency that provides online access to a customer’s personal information must use multifactor authentication. When you sign in at ssa.gov/myaccount with your username and password, we will ask you to add your text-enabled cell phone number. The purpose of providing your cell phone number is that each time you log in to your account with your username and [...]
Does your state have an estate income tax (or transfer tax)?
As a financial planner I am fortunate to watch my clients live, work, retire (and sometimes) move all over this great country of ours. All this moving around has created a very spread out client base with very different state estate tax rules and regulations. Since a well thought out, written and funded estate plan is central to any client’s long-term financial well being, it is important that clients who recently relocated update their estate planning documents.Since the Federal estate tax exemption is now $5.45 million dollars per person, this means a couple can shelter up to $10.9 [...]
Kevin’s Corner: A Little Inflation Can Be a Good Thing
Those who remember the late 1970s and early 1980s may find this hard to believe, but inflation is a good thing. Not the double-digit kind the U.S. suffered through 35 years ago, but a moderate, low to mid-single digit inflation rate is a sign of a healthy, growing economy. We may be seeing some of that soon. To understand why moderate inflation is good, let’s look at the opposite, which is deflation. Imagine a world in which prices steadily go down over time. Consumers would put off buying goods for as long as possible because next year, [...]
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