Latest Articles
Explore insights on retirement planning, tax strategies, investing, and financial transitions, designed to help you approach financial decisions with greater understanding over time.
Could We See a Market Correction This Year?
While we saw record highs in the market in 2021, there’s no telling what could happen in 2022 or beyond. There are reasons we could see a market correction, and now is the time to ask yourself if you’re prepared for one. It can be hard to chart a course for retirement when you consider market volatility, high inflation, and an ongoing pandemic. The Federal Reserve Will Wrap Up its Stimulus Program Faster The Federal…
Hallerin Hilton Hill Interviews Jim Brogan on Economic Recovery and Inflation
Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss economic recovery and inflation, and how both have the ability to affect your retirement needs and outcome. Click the play button below to listen!
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Important Retirement Plan Upkeep
If you’ve ever owned a house, you know how much upkeep it requires. Something always needs to be fixed or replaced, and if small problems go unchecked for too long, they can turn into bigger problems. The same is true for retirement planning. Here are three important questions to ask yourself to keep your retirement plan up-to-date. Are you protected against stock market volatility? We saw a rise to record highs in 2021, but what…
Will We See More Inflation in 2022?
There are reasons to be optimistic about 2022, but there are also reasons to be worried: Everyone is wondering if we will see more inflation in 2022, where the market is headed, and the effects of a new COVID variant. But whatever 2022 holds, it’s important to make a plan for the future. The Federal Reserve’s Latest Statements Wholesale inflation rose at a record annual rate of 9.6% in November. After months of saying that…
What the High Social Security COLA Could Mean for Your Retirement Finances
Social Security recipients will see a 5.9% increase in 2022 – the largest increase since 1982! This means that the average recipient will see a $92 a month raise starting next year.[1] While this is good news, it’s important to consider what this high Social Security cost-of-living adjustment (COLA) could mean for your overall retirement finances. Why is This Year’s COLA So High? This year’s 5.9% cost-of-living COLA is meant to offset the increased inflation…
Review Your Investment Strategy and Prepare for 2022
The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond. We Saw Record Highs in 2021 – What Will We See in 2022? The S&P 500 index logged 64 new highs in 2021 as of…
Required Roth Catch-Up Contributions: How SECURE 2.0 Affects High Earners Age 50+
Tax Planning Updates for 2026
Behavioral Finance vs. FOMO: How to Block Out Market Noise and Stick to Your Plan
Your neighbor just told you about a stock that doubled in six months. Your college roommate posted screenshots of cryptocurrency…
Retirement in a High-Interest Environment: Adjusting Withdrawal Strategies
The retirement playbook has changed dramatically. After years of scraping by on bonds paying next to nothing, retirees are now…
The Role of Personalized Planning in Effective Wealth and Investment Management
Smart Ways to Manage Year-End Bonuses and Extra Income
That year-end bonus notification just hit your bank account. You’re staring at extra money that wasn’t part of your regular…
