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Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security

Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion, especially since many of you are over 65 and receive Social Security benefits.

Yes, the email is real. But some of the claims in it are misleading. Let’s break down what’s actually changing—and what isn’t.

Recent Money Matters Blog Posts:

October 2022 Financial Tip

October 2022 Financial Tip

October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file.

School, Taxes and Health Benefits

School, Taxes and Health Benefits

September is the end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then the third quarter payment for tax year 2022 is due September 15th

How to Protect Yourself from Scammers Using Fintech

How to Protect Yourself from Scammers Using Fintech

Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech tools.

Consistency is the key to financial independence

Consistency is the key to financial independence

Consistency is important in all aspects of life and even more so to help meet your personal financial goals. Just as compounding can grow your money, consistency, which is the compounding of effort, can help you achieve your personal financial goals.

Financial Tip for June 2022

Financial Tip for June 2022

June is a great month to review your annual spending plan and make adjustments. In addition to your monthly budget items, seasonal expenditures such as summer camp, day care, summer school, family travel, should be included.

What’s Your Current Financial Focus? Each decade you must change.

What’s Your Current Financial Focus? Each decade you must change.

Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.

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