Author: Kurt Leeney
Author
Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a... Read more.
Modest Inflation Pushes Estimated Social Security COLA Higher
The Social Security Cost-of-Living Adjustment (COLA) is a critical mechanism that helps millions of Americans maintain their purchasing power amid rising prices.... Read more.
Obamacare Premiums Could Increase 75% in 2026
The Affordable Care Act (ACA), commonly known as Obamacare, faces a critical juncture as a combination of rising healthcare costs, expensive new drugs, and the looming... Read more.
The Tax Bill’s Expanded 529’s and New Child Accounts
Recent tax legislation has introduced transformative reforms to 529 college savings plans and established innovative child accounts, often referred to as “Baby... Read more.
Why An Alarming Number Of Workers Cash Out 401(k) Plans
An alarming trend has emerged in recent years: a significant number of workers are cashing out their 401(k) retirement plans, often at the expense of their long-term... Read more.
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P... Read more.
Congress Proposes Caps on IRAs and Eliminating Backdoor Roth Conversions
In recent years, populist movements have gained significant traction in American politics, influencing policy debates across the spectrum. Among the proposals gaining... Read more.
Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security... Read more.
Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in 1935... Read more.
Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds,... Read more.