March 15, 2022

Retirement Planning MasterClass

Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
November 19, 2021

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
September 2, 2021

The Sustainability of Social Security

The Sustainability of Social Security The Social Security Administration (SSA) just issued its annual report and projects a fiscal cliff in 2034. Let’s discuss what’s happening, what’s being done about it and how you might be affected. Social Security Trust Funds The SSA administers two large trust funds.  The first […]