About Becca Mack

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So far Becca Mack has created 139 blog entries.

What to Expect When Working with a Financial Advisor

Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health and retirement longevity. That’s why it’s important to know what to [...]

2023-11-28T16:40:03+00:00November 28th, 2023|Financial Planning|

Understanding the Four Phases of Your Retirement Budget Strategy

One way of thinking about retirement is that it happens in phases. The length of each phase and the strategies for each are going to differ from person to person, but this can be a helpful way to break down a very complex topic. We’re going to break down each one of the phases and [...]

2023-11-20T18:57:11+00:00November 20th, 2023|Retirement Income Planning, Retirement Planning|

Take Advantage of These Tax Strategies Before the Year Ends

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws [...]

2023-11-14T16:10:46+00:00November 14th, 2023|Taxes & Tax Planning|

Social Security Strategies to Discuss with a Financial Professional

Everyone’s financial situation is different. Loan status, job situation, and the age of your kids all significantly impact your financial situation as you approach retirement. When it comes to Social Security there are a lot of different factors to consider, and the right path forward may not be apparent to you. Just because someone else [...]

2023-10-30T19:02:49+00:00October 30th, 2023|Social Security|

Don’t Forget that Medicare Open Enrollment is Here!

From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage to adapt to your needs.[1] Every year, there are changes to Medicare health plans and networks, so make sure that you know if your coverage is changing.[1]  If [...]

2023-10-16T20:21:19+00:00October 16th, 2023|Healthcare & Medicare|

Reexamining the Retirement Investment Portfolio

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation [...]

2023-10-09T22:12:30+00:00October 9th, 2023|Investing, Retirement Income Planning|

Why October is a Crucial Time for Retirees

Now that the temperature is getting colder and we’re heading into October, there is something very important on the horizon for retirees: the announcement of the 2023 COLA for Social Security. COLA stands for “cost of living adjustment,” and it is essentially a yearly increase to Social Security payouts.[1] Every year, Social Security is increased [...]

2023-10-03T15:50:14+00:00October 3rd, 2023|Social Security|

Inflation Affects Your Finances, Even In Small Amounts

There’s been a lot of news about inflation lately. As of July, the inflation rate was around 3.2%.[1] This means that the cost of goods and services, including but not limited to items such as groceries, housing, and gas, has gone up by 3.2% since this time last year.[2] You might think 3.2% is a [...]

2023-09-25T12:39:10+00:00September 25th, 2023|Financial Planning, Economy|
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