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Social Security Benefits Are Increasing in 2026 — Here’s What That Means for Your Retirement Plan
Each fall, the Social Security Administration (SSA) announces the annual Cost-of-Living Adjustment (COLA) , which determines how much benefits will increase to help keep up with inflation. For 2026, Social Security benefits are set to increase by approximately 2.8% . While this adjustment is automatic, it plays a very real role in your retirement income plan, especially if you’re currently receiving benefits or planning to claim them within the next few years. Below, we bre
Oct 243 min read
Rolling Over 529 Funds to a Roth IRA
The SECURE Act 2.0, signed into law in late 2022, introduced several updates to retirement and education savings. One provision that has...
Oct 243 min read
Why Every Financial Plan Needs an Emergency Reserve
How Liquid Cash Protects Your Long-Term Strategy A sound financial plan isn’t just about growth — it’s also about resilience. Market fluctuations, medical expenses, or household repairs can occur without warning. That’s why maintaining an emergency reserve is a critical part of any financial strategy. An emergency fund acts as a buffer, giving you flexibility to manage the unexpected without disrupting long-term goals or being forced to sell investments at inopportune times.
Oct 223 min read
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