Blog

If Social Security Falls Short, Have a Plan

4 Tips for Teaching Children the ABCs of Money Management

Continuing to Work After Drawing Social Security? What Retirees Should Know

Four Things to Know Before You Take Social Security

What to Expect on Your 2021 Tax Return

How to Spring Clean Your Finances with a Financial Review

Luck of the Investor: Making Your Own Luck on St. Patrick's Day

The 3 Components of Social Security

When to Begin Collecting Social Security

Five Things to Consider When Choosing a Tax Preparer

4 Ways to Be Your Own Financial Valentine

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Don't Fight the Fed

2021 Recap & 2022 Outlook

LPL Financial Welcomes HPK Provident Advisors

Is Inflation Here To Stay?

Ever since the ten-year treasury’s rapid accent in February, inflation has become the primary concern for both the equity and bond market. However, since the slightly (& brief) hawkish tone out of the Federal Reserve in their May...

What's Inside Your Portfolio?

Many investors own one or many mutual funds or ETFs, but don’t really understand what the underlying holdings consist of. You may scratch your head in certain years wondering why your portfolio underperformed the major indexes...

Is The Traditional 60/40 Portfolio Dead?

In a year of economic optimism, as we emerge from the recession brought on by Covid-19, we have seen substantial gains in the equity market while fixed income has wavered. Through the first quarter of 2020, fixed income--specifically...

The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and More

Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1 More time for allHowever...

Who is Uncle FICA?

If your boss took 6.2% of your gross wages and told you that they’d give it back to you later in life, would you pay close attention to where that money went? When it came time for your boss to pay you back for all that money...

August 2020: Retirement Readiness

Our newsletter this month features a quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio. Hope you...

April is National Social Security Month!

We at Seasons Financial Advisors are Social Security enthusiasts, so thought we'd recognize National Social Security Month with some updates and ideas. First things first, sign up for a "my Social Security" account at https://www.ssa...

Coronavirus Economic Impact Part Two

As we enter a new week, it appears volatility in the market is here to stay. The market continues to have big swings both up and down at levels that we have never seen before. Algorithmic (computer driven trading) certainly is a big...

Coronavirus Impact On The Markets

Fear of the spreading coronavirus spooked investors as the market dropped double digits last week. Reported cases have now exceeded ninety thousand, with three thousand deaths most of which have been specific to China. What really sent...

Social Security Re-Do

Some of you may have been watching our posts and thought “Oh no, I may have made a mistake when I claimed Social Security”. Is there anything you can do? Well, depends. Let’s go to the rule book. You can reverse a...

Working while collecting Social Security benefits

Very often we’re asked if there are consequences to working while you are receiving benefits. And of course the answer is “it depends”. Here are the simple rules. Once you reach Full Retirement Age you can make as...

Will Social Security be there for you?

“Will Social Security be there for me” is probably the number 1 question we receive, and like most government programs the answer is “it depends”. Let’s start with the current facts. According to the 2019...

Surprise if you turn 62 in 2020 and want to collect Social Security now. You may be disappointed.

If you were born in 1958 you'll be turning 62 in 2020. For many, reaching age 62 is exciting because it's the first age you can begin collecting Social Security retirement income benefits. That's the good news, you're now eligible for...

Social Security IS NOT a social safety net

Many people treat Social Security as if it’s a social safety net program, meaning there is a life event and the government steps in to help out. Think of a natural disaster - tornado comes through town and the Federal Emergency...

9 Facts About Social Security

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...