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Changes in Social Security could mean more money in your pocket

Many of you have likely heard rumblings about changes that were made to Social Security in the final days of the Biden Administration. The Social Security Fairness Act, signed into law on January 5, 2025, eliminates two provisions—the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)—that previously disqualified millions [...]

By |February 4th, 2025|Categories: Government, Social Security|

Looking Backward and Forward

Harry Truman said, There is nothing new in the world except the history you do not know. (brainyquote.com) Therefore we first look at some of the financial big picture occurring in 2024. Regarding stocks, the top three sectors were technology, consumer cyclical, and financials. No surprise about technology with the [...]

By |January 22nd, 2025|Categories: Economy, Stocks|

New Year, Same Washington

Hopefully you all had a wonderful holiday season filled with many of the traditions you and your family enjoy. One new holiday tradition that I can do without however, is the threat of a government shutdown that seems to come back every December as Washington struggles to pass an annual [...]

By |January 7th, 2025|Categories: Budgeting, Debt, Government|

Transitions

Since we do not know the ending numbers for 2024 while I am writing this column, I thought we would visit the statistical probabilities for 2025 and perhaps recall some amazing financial market performances of yesteryears. Remember that there are lies, damnable lies, and statistics! For years I have consulted [...]

By |December 31st, 2024|Categories: Economy|

Business of Generosity

Last week we had Giving Tuesday. According to its official website of www.givingtuesday.org, Giving Tuesday was created in 2012 within the 92nd Street Y and its Belfer Center for Innovation & Social Impact in NYC. It now is an independent nonprofit inspiring millions to give, collaborate and celebrate generosity. According [...]

By |December 18th, 2024|Categories: Community, Philanthropy|

Not everything is at it seems

Have you ever been on the phone with a customer service representative for several minutes before realizing the “person” you are conversing with is actually just a machine? I recently had that experience, and it surprised me how authentic and genuine this robot was in mimicking actual human behavior and [...]

By |December 11th, 2024|Categories: Artificial Intelligence|

Smooth Sailing

  I hope you and yours enjoyed a blessed Thanksgiving Day last week. Yesterday was Giving Tuesday. If you have not participated yet, please join me and many others who give all year long. There is no end to the good that our contributions can do for those who have [...]

By |December 3rd, 2024|Categories: Politics, Holidays, Economy, News & Events|
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