Leslie T. Beck, CFP®, MBA
No, we're not talking about the soft drink – this COLA is the annual Social Security Cost of Living Adjustment. The Social Security Administration recently announced that there will be no cost of living adjustment for social security payments in 2016, due to continued low levels of inflation. This is only the third time since 1975 social security payments will not adjust f
The use of the British term "penny wise, pound foolish" dates back to at least 1607, and refers to actions that might save a little in the short term, but in the long term wind up costing you much more than you saved.
In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.
The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires careful consideration of our needs, concerns and priorities.
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.
Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to emerging risks around the world.