Retirement Planning

Social Security Announces 2.5 Percent Benefit Increase for 2025

On October 10, 2024, the Social Security Administration announced that Americans will increase a 2.5 percent cost of living increase…

1 month ago

Getting Organized

Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…

1 month ago

Market Observations from David Hultstrom

From time to time we re-post David Hultstrom's Financial Foundations. Mr. Hultstrom, who is a co-founder of Financial Architects, had…

2 months ago

Privacy Laws

There are a number of laws protecting your privacy and the privacy of your information. This page describes several of…

2 months ago

Proposed Legislation would turn estate planning on its head

The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…

3 months ago

Protecting your private Information

Review Account Statements and Notify Law Enforcement of Suspicious Activity As a precautionary measure, remain vigilant by reviewing all of…

3 months ago

IRS publishes regulations relating to required minimum distributions from qualified plans

On July 19, 2024, the IRS published final regulations regarding required minimum distributions (RMDs) from qualified plans. Required Minimum Distributions…

3 months ago

Guiding an Improved Dementia Experience (GUIDE) Model for Dementia Care

The Centers for Medicare and Medicaid Services launched the Guiding an Improved Dementia Experience (GUIDE) Model on July 1, 2024.…

4 months ago

New Article Discussing Medicaid Enrollment and Wealth Transfers

On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…

5 months ago

Re-Post on the State of U.S. Government finances from David E. Hultstrom

The following is a re-post of David E. Hultstrom's Financial Foundations April 2024. You can reach Mr. Hultstrom at  770-517-8160.…

8 months ago