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November 21, 2022

We have recently had a few clients become victims of sophisticated scams on their computers. In both instances, their computers froze up and a message with a contact number was given for them to call. If you find yourself in this position, DO NOT CALL the number listed on the screen. You need to reach out to someone independent of the matter to make sure you are receiving legitimate help.

November 14, 2022

With Charles Schwab’s acquisition of TD Ameritrade, we now have access to the Charles Schwab Money Market Fund. Rates have been increasing over the last several months and currently the fund is paying 3.70% annualized. If you are interested in having your cash in this fund, please contact our office and we can get an account set up for you.

November 7, 2022

The third year of a presidency and the year after midterm elections have historically been good for investors. Regardless of which party controls the Senate and/or House of Representatives after the midterm elections, investors may stand to benefit. The year after midterm elections has delivered stronger performance than other years regardless of the election outcome. The chart is provided by Hartford Funds.

October 31, 2022

We had a great conversation last week with Margaret Smith regarding Medicare and the current open enrollment window. We discussed the various parts of Medicare as well as Medicare Advantage plans and answer questions that were submitted by clients.

October 24, 2022

The 8.7% cost-of-living adjustment (COLA) will begin with benefits payable to more than 65 million Social Security beneficiaries in January 2023. Increased payments to more than 7 million SSI beneficiaries will begin on December 30, 2022. (Note: some people receive both Social Security and SSI benefits)

October 17, 2022

As we continue to look for ways to deliver useful information to our clients, John and Andrew are taking on video blogs! This first one is simply a welcome to AJ Advisors, an introduction to Emily Triano (for clients who have not met her in person) and information for future events and ideas.