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School of Financial Planning

2018 Key Financial Data

Key Financial Data for 2018

A handy reference guide of 2018 financial data including new tax brackets, exemptions, deductions, retirement plan contribution limits, and Social Security and Medicare benefit information. This guide also provides key financial information for CPAs, attorneys and other professionals.

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Your 2018 financial to do list

Your 2018 Financial To-Do List

Are you wondering what strategies you should use in 2018 to help improve your financial well being? In this week's article we list things you can do for your future as the year unfolds.

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Beneficiaries

Tell Your Beneficiaries About Your Accounts and Policies

You may want to take some time during the holiday season when you see your family members to make sure they know where your important documents are kept. We hope this article will help you review your beneficiary decisions and communicate key information to your family.

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School of Social Security & Medicare

man at crossroads - fact vs myth - social security

Social Security: Myths vs. Facts

There are a lot of myths and misunderstandings about Social Security. This article addresses a few of them. Learn the facts and obtain a better understanding about Social Security at our next Educational Workshop, “Savvy Social Security Planning”, on January 30, 2018. See post for details.

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pending social security benefit claim

Before You Claim Social Security

The decisions you make now regarding your Social Security benefits can have a tremendous impact on the total amount you will receive over your lifetime. This article touches on things you should consider when deciding to file for your benefits.

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Social Security 2018 Cost of Living Adjustments

Examining the 2018 Social Security COLA

Wondering how Social Security cost of living adjustments are determined? This article, written in the fall of 2017, provides insights about the COLA for 2018. Learn how your Social Security benefits are calculated and strategies to help you maximize them at our “Savvy Social Security Planning” Educational Workshop.

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School of Investments

How Credit Freezes May Help To Combat Identity Theft

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Beware of Emotions Affecting Your Money Decisions

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Over the last 100 years, the world has changed tremendously.

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School of Institutional Plans

IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans

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2017 Retirement Plan Limits

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Upcoming Retirement Plan Deadlines

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Weekly Economic Update

Meld Financial - Weekly Economic Update

Weekly Economic Update

Retail Sales Rise | Producer Prices Unexpectedly Retreat | Oil Climbs Again | Another Solid Week for Equities | Weekly Quote, Tip and Riddle

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Meld Financial - Weekly Economic Update

Weekly Economic Update

Low Unemployment but Less Hiring | More Factory Activity During the Holidays | WTI Crude Continues to Rally | Short, Noteworthy Week Starts the Year | Weekly Quote, Tip & Riddle

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Meld Financial - Weekly Economic Update

Weekly Economic Update

Consumer Confidence Declines | Oil Ends 2017 Above $60 | Home Prices Up 6.2% in 12 Months | A Terrific Year for Equities Concludes | Weekly Quote, Tip & Riddle

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