by Charles Bobo | Jul 11, 2025 | Economy, Federal Interest Rates, Social Security
Trump’s Big Beautiful Bill establishes a lower taxation on Social Security Though the Big Beautiful Bill did not eliminate taxes on Social Security, it has provided some relief from the potential taxation of 85% of those payments through 2028. Hopefully these...
by Charles Bobo | Jun 18, 2025 | Legacy Preparation, Retirement Planning
Trusts are not limited to the wealthy, but are for anyone desiring to protect their estate Trusts are not only for the wealthy. Trusts are for anyone who owns a home and even has modest level of additional assets and retirement accounts they desire to pass to their...
by Charles Bobo | May 7, 2025 | Economy, Federal Interest Rates, Retirement Planning
CDs are a good source for short-term growth and targeted use Ascend’s new CD rates are still in the 5% range, higher than most other institutions. These are offered for a 6-month term, targeting short-term savers with a specific purpose for the funds. The CD...
by Charles Bobo | May 2, 2025 | Legacy Preparation, Retirement Planning
Personal Pensions create an income stream you cannot outlive Pensions have not gone the way of dinosaurs. Although pensions with a private company are rare, you now have the ability to create your own lifetime personal pension to pay you a steady stream of income —...
by Charles Bobo | Apr 14, 2025 | Economy, Tariffs
All eyes on Trump vs China in trade war over tariffs Wall Street posted solid gains Friday as big banks kicked off first-quarter earnings and investors closed the book on a turbulent week of wild swings driven by the turbulence of the trade war started by the Trump...
