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Medicare Open Enrollment Begins October 15

Submitted by Global Planning on November 15th, 2017

What is the Medicare open enrollment period?

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Five Questions and Answers about New Social Security Claiming Rules

Submitted by Global Planning on August 1st, 2017

When Congress unexpectedly eliminated two Social Security claiming strategies as part of the Bipartisan Budget Act of 2015, retirement planning got a little more complicated for people who expected to use those strategies to boost their retirement income.  Here are some questions and answers that could help if you are wondering how the new rules might affect you.

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Digital Deception: Current Trends in Cybercrime

Submitted by Global Planning on February 6th, 2017

In December 2016, Yahoo announced that data associated with more than 1 billion user accounts had been stolen in 2013. The company believes this was a separate incident from a previously announced theft of data from 500,000 user accounts in 2014.1 Although the sheer number of compromised accounts is staggering, the Yahoo breaches are just two out of many major data breaches discovered in 2016, ranging from dating sites and Internet companies to the IRS and the U.S. Department of Justice.2

 

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Rising Rates: The Fed Takes Next Step Toward Normal

Submitted by Global Planning on February 5th, 2017

On December 14, the Federal Open Market Committee (FOMC) voted unanimously to raise the federal funds rate by 0.25% — to a range of 0.50% to 0.75%. This was the second increase since December 2008, when the benchmark rate was lowered to a near-zero level (0% to 0.25%) during the Great Recession.1

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Required Minimum Distributions (RMDs)

Submitted by Global Planning on December 5th, 2016

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Key Numbers 2017 │ Tax reference numbers at a glance

Submitted by Global Planning on December 5th, 2016

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Are You Ending 2016 Healthy, Wealthy and Wise?

Submitted by Global Planning on December 5th, 2016

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

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2016 Trustees Reports Project Social Security COLA, Medicare Premiums, and Long-Term Outlook

Submitted by Global Planning on August 1st, 2016

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The 2016 reports, released on June 22, 2016, project a small Social Security cost-of-living adjustment (COLA) and Medicare premium increases for 2017, and discuss ongoing financial challenges.

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10 Years and Counting: Points to Consider as You Approach Retirement

Submitted by Global Planning on July 31st, 2016

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity?

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Retirement Plan Considerations at Different Stages of Life

Submitted by Global Planning on September 7th, 2015

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies.

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Advisory and Financial Planning services are offered through Global Planning, Inc.® (GPI), a Registered Investment Advisor located and registered in Colorado. Securities and additional advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.  GPI and IFG are unaffiliated entities.

GPI advisors are currently registered with IFG to offer securities in the following states: Alaska, Arizona, California, Colorado, Florida, Hawaii, Iowa, Michigan, Missouri, Nebraska, New Jersey, New York, Oregon, Texas, Washington, and Wyoming.

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The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation.

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