Claim It Early or Delay? Deciding When to Start Taking Social Security
Social Security is the largest income source for many retirees and provides a crucial financial safety net for Americans who have contributed to the system for at least 10 years.
Copley Financial Group, Inc's Market Update - December 2024
I’m pleased to share my latest market update video, where I delve into the most recent economic data and explore the speculation surrounding the new Trump presidency and how it may influence the markets. In addition, I discuss the latest MYGA and BIP offers that could create new opportunities for your portfolio.
Your Guide To Social Security Maximization - 2024
Social Security should be the cornerstone for income planning for anyone who is about ready to retire. Here are three reasons why: Social Security makes up on average almost 65% of the total household income. It's the best annuity money can buy. For a married couple, when to elect Social Security may be the most important decision they make in retirement.
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.