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How Long Do You Have to Keep Tax Records?

by Kenny | May 16, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

For many financial documents, just 3 years — for others, practically forever You may be starting at a heap of paperwork when you finish filing your 2021 federal taxes, which are due April 18. Your first urge may be to sweep them all into a paper bag and put the bag...

How the Fed’s Rate Hikes Will Affect Your Finances

by Kenny | May 5, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

You’ll get better savings rates but higher borrowing costs this year The Federal Reserve is raising borrowing costs to cool the hottest inflation readings in 40 years. The Fed on Wednesday hiked its key short-term fed funds rate to a range of 0.75 to 1 percent,...

How to Live Your Best Life: The Overlooked Habits of Happy Aging

by Kenny | Apr 28, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

There are probably thousands of articles published every day on how and why to eat well and exercise. And yes, these are critical endeavors for healthy aging. But, they don’t cover everything you need to do to live your best life for as long as possible. What might be...

Biggest Social Security Changes for 2022

by Kenny | Apr 21, 2022 | Blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Benefits are going up, but so are the Medicare premiums deducted from monthly checks Social Security beneficiaries will have a lot to cheer about in 2022 — but they may have a few things to grouse about as well. Here’s a rundown of what will change for Social Security...

3 murky issues that make retirement planning extra hard in this economic climate

by Kenny | Apr 15, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Making a retirement plan requires more knowledge than you might think. You’ll need to understand how inflation affects your investment account; how much income Social Security provides, and how much you need to subsidize it; and how much you can withdraw from...

Fixed index annuities: potential plus protection

by Kenny | Apr 6, 2022 | Blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...
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Mott Investment Services

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Alan.Mott@nsac.net

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