Archive for October 2022
How Inflation Effects Retirement Benefits?
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Buried beneath the hotter-than-expected Consumer Price Index (CPI) and Producer Price Index (PPI) data hitting the news October 12 and 13, the Social Security Administration released their annual increase for those currently collecting. The adjustment for 2023? 8.70%. That is the largest cost…
Read MoreFall 2022 Newsletter
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Click on photo to view the NEWSLETTER.
Read MoreMidterms & The Markets
The average midterm election year correction is a buying opportunity. Check-out Jeff’s video as he details JMG WEALTH’S thoughts on the mid-terms & the markets. Please CLICK HERE to access the slides used in the video. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email
Read MoreRapid Fire Question #9: What Is A Qualified Charitable Distribution?
If you have charitable intent AND have required minimum distributions, do not write checks with after-tax dollars. Instead, use a QCD and never pay tax on the distribution. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email
Read MoreI Don’t Want to Leave My Kids Millions of Dollars… Does That Make Me A Bad Person?
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Each day, I have the privilege to work with people that I care about. We consider ourselves our clients’ “Personal CFO,” but more importantly we consider them personal friends. Sometimes conversations about money can get a little messy. When people talk about money,…
Read More