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Does Social Security Have An Inflation Donut Hole?

With all the attention given to the latest Social Security COLA, we’ve been getting lots of questions. Among the questions is about the alleged "donut hole" for Social Security inflation adjustments for individuals 60 and 61 years of age. Some in...

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Does Social Security Have An Inflation Donut Hole?

Recent Episodes

Nov. 28, 2022

Does Social Security Have An Inflation Donut Hole?

With all the attention given to the latest Social Security COLA, we’ve been getting lots of questions. Among the questions is abo…

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Nov. 14, 2022

Crash Course on Annuities

Do annuities deserve the bad publicity they receive? Today we'll do a crash course on the different types of annuities and talk a…

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Nov. 7, 2022

Encore: The 5 Types of Trusts (and when they are used)

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and thre…

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Oct. 31, 2022

How A Bear Market Can Maximize Your Retirement

For those who are retired, or getting close to being retired, a bear market is an anxious time. In today's episode, we talk about…

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Oct. 24, 2022

Big Changes To Social Security In 2023

In today's episode, we talk about a few of the Social Security changes for 2023 that will have a significant impact to retirees.T…

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Oct. 17, 2022

Nothing (Legally) Last Forever

Often described as one of the most complicated legal rules, the "rule against perpetuities" can prevent you from leaving assets t…

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