News and Commentary

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

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Posted on April 08, 2024 by

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

UPDATED Timing Social Security Benefits By Lee F. Hediger

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Posted on March 26, 2024 by Lee Hediger

If you turned 62 this year, congratulations! You may be eligible to begin collecting Social Security benefits. However, the longer you wait to start claiming benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration (SSA) based […]

Relatable Finance Podcast Episode 143: Alternative Investments and Private Markets

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Posted on March 25, 2024 by

In the latest Relatable Finance podcast episode, the South Florida finance guys delve into the often overlooked realms of alternative investments and private markets. While stocks and bonds dominate financial discussions, we shed light on the potential of alternative avenues. Discover the allure of these investments, offering attractive returns beyond the traditional options. However, be […]

Changes to the Electric Vehicle Tax Credit in 2024 By Scott Montgomery

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Posted on March 12, 2024 by Scott Montgomery

Individuals will find it easier and faster to claim tax credits of as much as $7,500 for new electric vehicle purchases in 2024. However, fewer cars qualify for the credit this year due to more stringent requirements concerning the manufacturing and assembly of batteries and other vehicle components. The clean vehicle tax credit, introduced by […]

Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market

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Posted on February 12, 2024 by

China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.

Social Security Announces Significant Cost of Living Increase for 2024 By Lee F. Hediger

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Posted on January 16, 2024 by Lee Hediger

The nation’s 71 million recipients of Social Security and/or Supplement Security (SSI) benefits are seeing those payments rise by 3.2 percent in 2024, a sharp contrast to last year’s 8.7 percent increase. According to the Social Security Administration, the 2024 cost-of-living adjustment (COLA) represents an additional benefit of $50 per recipient each month. The Social […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

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Posted on January 11, 2024 by Sean Deviney

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

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