Social Security

Social Security Changes for 2026

By |2026-01-12T12:44:38-05:00December 23rd, 2025|Financial Planning, Social Security|

To paraphrase the lyrics of an old song—Social Security, it is a-changin’. In fact, it changes every year. 2026 is no different. There are six major changes you need to know about and prepare for.   The Social Security cost-of-living adjustment (COLA) is going up Since 1975, Social Security has adjusted beneficiary payouts every year with a cost-of-living adjustment (COLA) [...]

Year-End Financial Checklist For 2025

By |2025-12-01T02:23:59-05:00December 1st, 2025|Estate Planning, Financial Planning, Medicare, Retirement Planning, Social Security, Taxes|

When you look back over the previous 12 months, you might be surprised at what may have changed for you, whether in terms of the economy at large, your individual finances, or your personal circumstances. That’s why the end of the year is a great time to reflect and to prepare for the year ahead. Maybe you want to pay off [...]

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