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It’s a New Year – Let’s Get Your Financial House in Order!- Episode 119

The new year brings with it some new opportunities, on both the planning and the saving sides. There are new contribution limits on your retirement plans, a fairly large cost of living adjustment on your Social Security benefits, a slight decrease in your Medicare premiums, and much more.

Beyond that, there are also new opportunities to plan. Should you adjust your tax withholding? Will the new Social Security wage base affect your spending this year? Are HSA’s (Health Savings Accounts) still potentially a good deal? What about charitable giving?

These and other questions discussed and answered with podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that this information, or any component thereof, serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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