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Helping Heroes Retire

Helping Heroes Retire

In the News

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

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

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

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

Social Security Announces 5.9 Percent Benefit Increase for 2022

Posted on October 15, 2021 by Gregg Brant

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 5.9 percent in 2022, the Social Security Administration announced today. The 5.9 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 64 million Social Security beneficiaries in January 2022. Increased payments to approximately 8 million SSI beneficiaries… READ MORE