This year has already brought significant changes to Social Security, especially for public service employees like teachers, firefighters, police officers, and other government workers. The most notable development is the repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), which have long affected the Social Security benefits of these dedicated … [Read more...]
Navigating Market Volatility with Confidence
Navigating Market Volatility with Confidence
The stock market has recently been experiencing increased turbulence due to various factors, including government policy uncertainty around tariffs, renewed inflationary pressures, and AI skepticism. You may be wondering what this all means for your investments and how it will affect your retirement plans. While the news headlines can be unnerving, especially for those in or near retirement, … [Read more...]
The 7 Biggest Money Mistakes Lawyers Can Make
The 7 Biggest Money Mistakes Lawyers Can Make
Finances are a fraught area for many attorneys. Lawyers often find themselves having to operate as entrepreneurs to launch a small firm or solo practice. This episode of the ABA Journal's Modern Law Library features Darren Wurz, a financial planner who specializes in working with law firm owners and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, … [Read more...]
Mastering Your Finances: The 4 Principles of Effective Cash Flow Management
Mastering Your Finances: The 4 Principles of Effective Cash Flow Management
Introduction Managing your cash flow effectively is crucial for achieving financial stability and success. Whether you're an individual or a business owner, adopting the right strategies can make a significant difference in your financial well-being. In this blog post, we'll explore four principles that can transform the way you handle your money: Regularity, Uniformity, Automation, and … [Read more...]
Maximizing Your Financial Success: The Ultimate End-of-Year Checklist
Maximizing Your Financial Success: The Ultimate End-of-Year Checklist
As the year draws to a close, it's the perfect time to reflect on your financial achievements and chart a path to even greater success. Consider this your end-of-year financial planning nudge—a friendly reminder that the ultimate key to maximizing your financial future lies in taking proactive steps today. This comprehensive checklist covers essential topics like Roth conversions, tax … [Read more...]
5 Ways to Master Your Amazon Spending
5 Ways to Master Your Amazon Spending
Do you spend too much money on Amazon? It’s easy to do! Inspired by my recent work with a client, I decided to write a blog post on controlling your Amazon spending. The lure of Amazon's vast inventory, convenience and speedy delivery can be compelling. But without diligent tracking, the seemingly innocent clicks can build up, leading to potential overspending. If you feel your expenditures on … [Read more...]
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