Social Security COLA: Why Your Math Is Wrong!
Cost of Living Adjustments (COLA) play a crucial role in maintaining the purchasing power of your Social Security benefits, but many people miscalculate their impact. In this video, we’ll explain how COLA is determined, why it matters, and common mistakes people make when factoring it into their retirement planning.
What To Expect With Trump’s Tariffs & Immigration Policies
In this video, we break down how recent changes in tariff and immigration policies might affect your finances, job market, and business opportunities. Learn how these shifts could influence trade costs, consumer prices, and workforce availability.
Copley Financial Group, Inc's Market Update - November 2024
I'm pleased to share my latest market update video, where I explore some of the most pressing topics shaping the financial and economic landscape.
Avoid These 5 Retirement Killers
In this video, we dive into the top 5 mistakes that could derail your retirement plans and how to avoid them. From common misconceptions about retirement income to errors in planning, we'll break down everything you need to know to secure your financial future.
Refundable vs Non-Refundable Tax Credits
It might be challenging to distinguish between refundable and non-refundable tax benefits. Here's how they function and can help you with your tax return.
Three Creative Strategies To Reduce Retirement Taxes
As retirees seek ways to simplify their lives while maximizing their financial well-being, adopting creative strategies can make a significant difference.
Four Key Strategies for Stress-Free Retirement Planning
Retirement marks a significant life change, often bringing both excitement and uncertainty. To ensure a smooth transition into your golden years, it's essential to have a well-thought-out financial plan that promotes long-term stability.
3 Ways A Roth IRA Conversion Works
A Roth IRA is an excellent retirement vehicle to think about. Contributions are not tax deductible. However, withdrawals are tax-free.
3 Strategies For Planning For Widowhood And Protecting the Surviving Spouse
For many married couples, one of the most challenging components of retirement planning is imagining what life would be like if one of them died and the other was left alone.
Roth 401(k) vs. Traditional 401(k): Which Should You Choose?
Deciding between a Roth 401(k) and a traditional 401(k) often comes down to understanding how each option affects your taxes.