Month: January 2022

tax season with retallick

Tax Season is Fast Approaching

The third tax-filing season to happen during the Coronavirus pandemic is quickly approaching. This is likely to come with yet more frustration and uncertainty for taxpayers and tax preparers. Some things will return to normal this year. The individual tax deadline will return to its usual mid-April date, for the first time since 2019. Additionally,…

retirement can sneak up on you

Retirement Can Sneak Up on You

We’ve all read so many articles reminding us to start early with our retirement savings. But, considering all of the different financial obligations that seem to happen along the way, some of them expected and some not, sometimes retirement sneaks up on you. Before you know it, you may realize you’re only five to ten…

Reevaluate your budget

Reevaluate Your Budget

A new year often means a fresh start! Reevaluating your financial needs, budget, and savings is also often done now. Building a budget or adjusting the one you already have is one step, as is looking honestly at any debt. Another important step is making sure that your emergency savings are secure, and that your…


The 2022 Cost of Living Adjustment

With 2022 just beginning, we thought we’d share with you some of the changes to Social Security. The Social Security Administration has issued a 5.9% cost-of-living adjustment (known as a “COLA”) for 2022, the largest COLA in nearly 40 years. How much of a difference this will make in your life really depends on your…

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