December 2021 Newsletter

Two Decades of Inflation

After being largely dormant, inflation roared back in 2021; for perspective, it may be helpful to look at a longer period of time.

401(k) and IRA: A Combined Savings Strategy

Contributing to both an employer-sponsored retirement plan and an IRA can significantly boost your retirement assets.

Charitable Giving Can Be a Family Affair

Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike.

Your Social Security Statement: What’s in It for You?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers.

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