Social Security COLA Frequently Asked Questions
More than 71 million Americans will see a 3.2% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2024. On [...]
What’s Not Covered In Your Will
While the importance of a well-designed estate plan is generally well-understood by many of us, the basic documents within it often lack crucial details [...]
The Fed Remains Unchanged (Again)
In a unanimous decision last Thursday, The Fed left interest rates unchanged following its Federal Open Market Committee (FOMC) meeting. This marks the second [...]
All About RMDs
For investors that have been blessed to have accumulated wealth in IRAs or 401(k)s, it's crucial to be familiar with required minimum distributions (RMDs), [...]
November is National Long-Term Care Insurance Awareness Month
Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? Erin D. [...]
Existing Home Sales Shrink
As mortgage rates climb to 8%, existing home sales in the US dropped below four million in September for the first time since October [...]
Report: 1 in 5 People Will Be Living With a Major Illness in 2040
Recent research indicates that major illnesses may become more prevalent in the future, raising concerns about long-term financial implications. A study conducted for over [...]
Redefining Retirement: Long-Term Care Wisdom for Women
As women age, we encounter distinct challenges. We tend to outlive men by about seven years, according to the Population Reference Bureau. While a [...]
Powell Tries to Calm Markets
Key Takeaways: The Federal Open Market Committee (FOMC) is proceeding carefully, something we highlighted here almost a month ago. Geopolitical tensions post key risks to the [...]
Erin Eiras Joins LPL Financial’s Women Advisors Leaders Forum
Erin Eiras, CPFA, President & Founder of InVestra, Joins LPL Financial's Women Advisors Leaders Forum San Fransisco, California - Erin Eiras, a renowned Wealth [...]
