Beyond Bulls & Bears

Tax policy takes center stage: What to watch on Capitol Hill
Wealth Planning

Tax policy takes center stage: What to watch on Capitol Hill

As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill. Our Bill Cass highlights the latest on several key issues.

Social Security changes mean higher benefits for certain public workers
Wealth Planning

Social Security changes mean higher benefits for certain public workers

The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.

By the numbers: Changes set for Social Security and Medicare in 2025
Wealth Planning

By the numbers: Changes set for Social Security and Medicare in 2025

In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase. Our Bill Cass explains the key changes planned for Medicare and Social Security.

From dreaming to living: What you need to know about retiring abroad
Wealth Planning

From dreaming to living: What you need to know about retiring abroad

As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.

A marriage may end but not Social Security benefits
Wealth Planning

A marriage may end but not Social Security benefits

If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse. Our Bill Cass explains what couples need to know when getting a divorce.

Six things to know about Social Security survivor benefits
Wealth Planning

Six things to know about Social Security survivor benefits

For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead. Our Bill Cass discusses the details.