Pickwick Wealth Management

Planning for retirement means preparing for both the expected and the unexpected. Income needs, healthcare expenses, inflation, and market changes all deserve a place in the conversation. Visit our website at www.pickwickwealth.com.

One group is projecting a cost-of-living adjustment of 3.9% based on the most recent economic data.

What Is the Social Security COLA for 2027? One group is projecting a cost-of-living adjustment of 3.8% based on the most recent economic data.

Whether retirement is years away or right around the corner, there is value in knowing where you stand. A clear plan can help you move forward with more confidence. To learn more, call us at (847) 730-5597.

Happy Fourth of July!
Wishing everyone a safe, joyful, and patriotic celebration.

Understand how money earned from a retirement job could affect how much you get from Social Security.

2026 Guide: What Happens If You Work While Receiving Social Security?

The 401(k) has been a remarkable success in getting Americans to save for retirement. How are you doing with yours?

The 401(k): A Retirement Ticket to Ride