Adler Financial LLC

The Social Security Administration recently released their Cost of Living Adjustment for 2023. Those of you receiving benefits will see an 8.7% increase in those monthly checks.

If you have any questions on how this might impact you I'd be glad to help address those! send me an e-mail at [email protected].

www.ssa.gov

https://www.journalofaccountancy.com/news/2021/nov/tax-provisions-build-back-better-act.html

A good overview of the changes being proposed in the new bill. I'd love to discuss how this might impact you and your family's finances.

Are you nearing retirement? If so, and you are looking at your pension payout options, contact me to discuss how I can help you optimize your income sources. E-mail me at [email protected] for more information

Do you know how your current portfolio would hold up against the back drop of certain economic or financial events?

Contact me at [email protected] to discuss running a stress test on your portfolio.

Wondering how the new SECURE Act impacts you?

https://www.finra.org/investors/insights/what-do-investors-need-to-know-about-secure-act

What Do Investors Need To Know About the SECURE Act? | FINRA.org