July 1, 2021

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Market Update: July 1, 2021 New Unemployment Claims Hit Pandemic Low

Transcript: Tom Vaughan: Hello, everybody, welcome to Thursday. The S&P 500 was up a half a percent today, and actually everything was up. The NASDAQ was down at the beginning of day, but it turned around and came up; The Russell 2000, the Dow. Was actually a pretty good day, we had some record closes

July 1, 2021

Social Security Taxes and Other Considerations to Optimize

Tom’s Thoughts on Maximizing Your Social Security Potential Transcript: Katie Nealis: So my friend told me I’m better off taking Social Security dollars rather than withdrawing from my IRA, because only 85% of my benefits may be taxable. Is this correct? Tom Vaughan: Yes, well, it’s correct in the taxation standpoint. So for example, if

July 1, 2021