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Helping Heroes Retire

Helping Heroes Retire

In the News

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

Is a Cryptocurrency Crackdown coming?

Posted on October 13, 2021 by Gregg Brant

The market for cryptocurrencies has ballooned to an estimated $1.8 trillion. Cryptocurrencies are essentially lines of computer code that are digitally signed each time they travel from one holder to the next. Not tied to banks or governments, they allow users to send or receive money anonymously, which has appeal to international criminals, money launderers,… READ MORE

Will Social Security Be There When You Need It?

Posted on September 15, 2021 by Gregg Brant

On August 14, 2020 we wrote an article titled “Social Security: Can You Count on It?” and discussed the problems facing the Social Security system. At the time that article was written, the Social Security Trust Fund was on pace to run out of money in 2035. On August 31, 2021 Social Security’s trustees issued… READ MORE