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2023 Social Security Changes

Fact Sheet SOCIAL SECURITY     2023 SOCIAL SECURITY CHANGES   Cost-of-Living Adjustment (COLA): Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2021 through the third quarter of 2022, Social Security and Supplemental...

What Issues Should I Consider Before The End Of The Year?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Will I Be Enrolled Automatically In Medicare?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Will I Avoid Medicare Enrollment Penalties?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Midterm Elections—What Do They Mean for Markets?

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count...

How long do recessions and bear markets last?

Recessions have been relatively small blips in economic history • Over the last 70 years, the U.S. has been in an official recession less than 15% of all months. • Moreover, the net longer term economic impact of most recessions has been relatively small. Recessions...

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Rebekah J. Fero, CFP®, AIF®

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