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Helping Heroes Retire

Helping Heroes Retire

Latest Articles

Personal Finances • Retirement • Taxes 2022 Inflation Implications:

Posted on October 27, 2022 by Gregg Brant

The talk of 2022 has been about the spike in inflation and its trickle-down effect on the financial markets. Considering the recent uptick in inflation, the IRS announced the changes to Social Security, Medicare, Retirement Accounts, and Taxes. Social Security: The Social Security Administration announced the annual Cost of Living adjustment of 8.7%, or an… READ MORE

Retirement 36-Month DROP Extension

Posted on July 18, 2022 by Tad Sacheck

Recently, the Florida State Senate approved Senate House Bill 5007, which allows qualified Law Enforcement personnel to participate in DROP for up to an additional 36 months beyond the previous maximum limit of 60 months.  Eligible Law Enforcement personnel currently in DROP and within six months of ending their DROP participation period may apply for… READ MORE

Investments • Uncategorized Benefits of a Roth IRA

Posted on June 28, 2022 by Tad Sacheck

Unlike a traditional IRA, Roth IRA contributions don’t provide you with a tax deduction upfront. Contributions to a Roth IRA are made with after-tax dollars rather than pre-tax dollars, meaning that the money has already been taxed when it goes into the account. Instead, you get a tax benefit on the back end in the… READ MORE

Taxes Year-End Tax Planning

Posted on December 20, 2021 by Tad Sacheck

The last month of the year means a lot of things – holidays, parties, bowl games, and more. It’s also an opportunity to do year-end tax planning. By now, you have a good idea of where you will end 2021 in terms of income earned and deductions available. One key late-year decision is to analyze… READ MORE

Investments • Retirement Are Mutual Funds Right for My Portfolio?

Posted on October 20, 2021 by Gregg Brant

The Investment Company Act of 1940 created what is known as Mutual Funds. These funds pool together client capital to invest in companies through stocks and/or bonds. Individual investors own shares of the mutual fund instead of the underlying shares of the stocks/bonds that the fund owns. Mutual funds allow investors to have broad diversification… READ MORE