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While inflation is challenging for everyone, those receiving Social Security benefits will be given some relief next year. The 2023 Cost...

Many firms instruct their advisors not to give tax advice. While a few advisors strictly adhere to this policy many give advice if they...

When helping clients plan their Social Security benefits we used to be able to tell them that, if the only income they receive in...

The costliest part of the Build Back Better Act is a $475 billion tax cut, with $400 billion of that going to the top earning 5% of...

The following question was submitted on my contact page: "Me and my wife are retired. Our financial advisor is recommending we sell a...

The short answer is, "Of course they can". There is nothing in the regulations that prohibit a financial advisor from giving tax advice -...

Most advisors who work with retirees, or soon to be retirees, do some sort of Social Security planning. Your goal is to get the most out...