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Social Security Increase for 2023

The Social Security Administration (SSA) announced on Thursday, October 13, 2022, that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits by 8.7 percent in 2023. This is the highest increase in 41 years. This cost-of-living adjustment (COLA) will begin for more than 65 million SS beneficiaries in January 2023 and for more than 7 million SSI beneficiaries, on December 30, 2022. Some people receive both Social Security and SSI benefits.

Financial Planning Retirement Planning Income Planning Social Security Insurance

BFG in the News: James answers a reader’s question about re-entering the market

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “We sold our stocks. What should we do with the money?”, originally published on September 7, 2022. Without knowing your full financial situation, we recommend answering the following questions to help you make an informed decision.

Investing Retirement Planning Baron Team Insights

BFG In the News: James answers a reader’s question about distributions from an inherited IRA

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...

Financial Planning Taxes Retirement Planning Baron Team Insights
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Are You on Track for Retirement?

If you are like many working Americans, you are in the middle stages of your journey towards financial independence. This is the time to redefine your financial path to ensure the steps you are taking are leading towards your desired destination. Although you may have several more years to go, it's time to begin coming up with specific and measurable retirement goals.

Financial Planning Retirement Planning