Watch the Mollot and Hardy Financial Planning Presentation. Learn how different factors such as interest rates or company size affected performance of stock and bond markets.
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Mollot and Hardy Financial Planning Presentation
Social Security 2025 COLA: Projected 2.5% Increase
More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far. In other words, the COLA will raise the average…
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Election 2024 and The Bottom Line
Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside, which…
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Are You Prepared for an Estate Tax Sunset?
The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million for individuals as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate…
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9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable…
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A Taxing Story: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater…
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