Making Your Money Work

Social Security

A Small Cost of Living Adjustment for Social Security Benefits in 2017

By Rosanne Rogé, CFP®, CSA, RFGsm Managing Director If you have noticed a small dip in your Social Security payments recently, you are not alone. Based on the increase in the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), the recipients of Social Security Benefits will be receiving a small Cost of...
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Client Stories 2016: The Importance of a Financial Dream Team

Although some people prefer to have their trusted advisors work independently from one another, amazing things can happen when professionals come together for the well-being of their client. Allowing your financial advisor, accountant, and estate planning attorney to collaborate can often lead to a stronger support system and additional money saved. Such was the case...
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