Social Security rule changes are set to go into effect later this year, eliminating a strategy used by some couples to increase their lifetime payments. The changes are not, technically, a reduction in benefits. Lawmakers are simply removing an unintended loophole.
Every four years, the intersection of power and money lead Wall Street to churn out election-related research pontificating what impact politicking has on the market. Do election results influence the stock market? Or, could it be the other way around?
Millions of Medicare beneficiaries, including many Vista clients, will likely face steep premium increases next year. The spike may be short-lived, however, as premiums are expected to go down again the following year.
Most of the country’s largest pension plans hire consultants to help them pick winning managers. They assume, of course, doing so will lead to better results. Evidence to validate this assumption has been unavailable, until now.
Coordination between an investor, investment advisor, and an estate attorney can help turn what can be a complicated puzzle into a plan.