Tracy Wells, Investment Advisor Representative

Tracy's Blogs

New Year, New Numbers

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.
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2% Cost of Living Adjustment Just Announced by Social Security for 2018

Social Security recipients will receive a 2% increase in their benefit in 2018.
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2017 Retirement Plan Contribution Limits

As we ease into fall, let’s review the maximum contribution limits for Retirement Plans for 2017.
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Health Savings Accounts: Now or Later

Health Savings Accounts (HSAs) are a great savings tool for those with High-Deductible Health Insurance Plans (HDHP)*. HSAs allow people to build up tax-free savings for most out-of-pocket medical expenses, whether those expenses happen now or later.
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2016 Retirement Plan Contribution Limits

Retirement! A dream or a reality? I've yet to work with a client who doesn't want to retire. As we prepare for retirement, saving for that future spending is key. Are you saving as much as possible in Retirement Plans?
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How to Live Within Your Means in Retirement

Looking back over advice I've given clients and blogs that I've written for our website, I realize there are a few topics that keep rising to the top. Call me crazy, but I really like educating people on retirement planning...
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Social Security Representative Payee Program

Another tax season has come and gone, and I learned something new this year!
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Social Security’s Effect on Retirement

Have you ever put together a jigsaw puzzle? If you're like me, you dump out all of the pieces, turn them so you can see a glimpse of the picture, sort out the edge pieces...
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Last Call for the Social Security “File and Suspend” Strategy

The Social Security claiming strategy, "File and Suspend," will be phased out May 1, 2016, as a result of The Bipartisan Budget Act of 2015.
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Retire on Your Terms - The Best Methods to Retire on Time

How to keep your retirement on schedule and avoid unexpected costs and pitfalls.
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Say Goodbye to Some of Our Creative Social Security Claiming Strategies

On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. This changes some of the creative claiming strategies which have been part of plans...
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