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Charitable Giving; A donor-advised fund offers tax benefits
Charitable Giving; A donor-advised fund offers tax benefits

Charitable Giving; A donor-advised fund offers tax benefits

January 20, 2023 / The Merrill Anderson Company

Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change…

Savings Retirement Community
Social Security COLA Increase is Biggest Since 1981
Social Security COLA Increase is Biggest Since 1981

Social Security COLA Increase is Biggest Since 1981

December 08, 2022 / The Merrill Anderson Company

The Social Security Administration has announced an 8.7% benefit increase for 2023, based upon inflation for the 12 months ending September 30, 2022.…

Community Savings Retirement
How one savings plan can help you save for college and retirement
How one savings plan can help you save for college and retirement

How one savings plan can help you save for college and retirement

October 13, 2022 / The Merrill Anderson Company

Families with children typically have three important financial objectives: buying a home, saving for college, and building retirement capital. That is a daunting challenge.…

College Savings Starting a Family Retirement
Four Things to Consider Before Retiring Early
Four Things to Consider Before Retiring Early

Four Things to Consider Before Retiring Early

October 10, 2022 / Warren Hurt

The idea of work/life balance has gained much attention over the last few years. Technology is redefining how and where we “work” and employees are re-evaluating how they spend the largest portion of their waking hours.…

Retirement Savings
Grandparent Scams Can Cost Victims Thousands of Dollars
Grandparent Scams Can Cost Victims Thousands of Dollars

Grandparent Scams Can Cost Victims Thousands of Dollars

September 22, 2022 / Ray Wills

Have you ever received a frantic call from someone posing as your grandchild? Scammers will call or email grandparents to make urgent requests for bail money, lawyer’s fees, hospital bills, or other fictitious expenses.…

Retirement Community
Passkeys and the Future of Estate Planning
Passkeys and the Future of Estate Planning

Passkeys and the Future of Estate Planning

September 15, 2022 / The Merrill Anderson Company

One of the more frustrating aspects of modern technology is the necessity of passwords for gaining access to devices and data. In February 2013, the Fast Identity Online Alliance was launched to set standards …

Community Retirement
Fear of Missing Out is not a sound investment philosophy
Fear of Missing Out is not a sound investment philosophy

Fear of Missing Out is not a sound investment philosophy

August 04, 2022 / The Merrill Anderson Company

The Securities and Exchange Commission has created Investor.gov, a useful resource for the investing public prepared in ordinary, nonlegal, and nontechnical language. The website includes financial tools and calculators, as well as articles of general interest for investors.…

Savings Community Retirement
How Long Should You Plan to Live?
How Long Should You Plan to Live?

How Long Should You Plan to Live?

June 09, 2022 / The Merrill Anderson Company

According to the latest data from the National Vital Statistics Reports (March 2022, reporting on 2019 experience, so before the pandemic), a male age 65 should expect to live 18.2 more years (to age 83.2) and a female 20.8 years (to age 85.8).…

community retirement
Unretirement
Unretirement

Unretirement

May 24, 2022 / The Merrill Anderson Company

The pandemic led to many people retiring earlier they had planned, in part because so many businesses had to shrink their payrolls in response to the lockdowns. As the pandemic has eased, now the American economy has a labor shortage problem…

savings community retirement

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