2024 Cost of Living Adjustments

November 1, 2023 | 0 views

In one year’s time, the U.S. inflation rate dropped by more than half, from 8.2 percent in September 2022 to 3.7 percent in September of 2023.If there is a downside to lower inflation, it’s a lower cost of living adjustment...

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Work and Social Security Benefits

October 1, 2023 | 0 views

You can work and still receive Social Security benefits, but how much you receive depends on a number of factors.First, if you do plan to continue working after becoming eligible to receive benefits, you might consider delaying filing for benefits...

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Widow/er Social Security Benefits

September 1, 2023 | 0 views

A widow or widower is eligible for a survivor's benefit from Social Security even if they never worked – as long as the deceased spouse qualified for benefits based on his or her own income record. Also, note that surviving...

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The Ins and Outs of a Reverse Stock Split

August 1, 2023 | 0 views

When a company decides to conduct a reverse stock split, also referred to as a stock consolidation, the number of shares available to investors is reduced.In a normal (forward) stock split, a company increases its number of outstanding shares without...

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New Personal Finance Provisions in the 2.0 Secure Act

July 1, 2023 | 0 views

The Continuing Appropriations Act, enacted at the end of 2022, included several provisions that impact retirement plans going forward. Specifically, the legislation enacts SECURE 2.0, an updated version of the Setting Every Community Up for Retirement Enhancement Act of 2019....

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