10 Financial Leaders to Celebrate Black History Month
Black History Month, February, is a time to acknowledge the hurdles and achievements of African Americans throughout the history of the United States. Read more as we highlight ten remarkable Black Leaders that courageously broke [...]
Lump-Sum vs. Annuity: Understanding the Key Differences
Pension plans are quickly becoming a perk of the past. However, if you are fortunate enough to have one, you may be facing a challenging payout decision. To help you avoid an irreversible mistake, Ethos [...]
Retirement Planning | Notable Birthdays and What to Expect
It’s essential to keep a few things top of mind as a retirement account proprietor, like tracking your contributions, investment performance, and annual fees. You should also note important milestone birthdays and the changes they [...]
Everything You Need to Know About Social Security COLA Increases 2022
This year's adjustment is the highest COLA increase in 40 years. In 2022, Seniors receiving Social Security will see around a $100 increase in average monthly retirement benefits, from $1,565 to $1,657. However, don't plan [...]
6 Smart Retirement Tax Strategies That Can Help Retirees Lower Their Tax Bill
Tax season is here, and for many of us, that means handing over our income to Uncle Sam. If work is now in your rearview mirror, any money owed to the IRS will come out [...]
8 Common Senior Scams
According to an FBI report released last week, seniors lost almost $1 billion in scams in 2020. Many people believe they can outsmart a scam. But millions of Americans become victims each year —and it's [...]
How Would You Handle a Retirement Curveball?
Sometimes life gives us lemons, as the saying goes. In order to make lemonade, you need a plan. Whether it’s a financial crisis or a personal setback, there are events that can upend your retirement [...]
How Prepared Are You for an Emergency?
When we consider everything life can throw at us, it seems important to prepare for setbacks. We’ve seen forest fires in California, Hurricane Ida, flooding in Tennessee, plus a continuation of COVID. There’s no getting [...]