Largest Social Security Bump in 40 years

Starting in January, recipients of Social Security payments are set to receive their largest cost-of-living adjustment (COLA) in over 40 years. According to a recent Social Security Administration press release, approximately 70 million Americans will see an increase of 8.7% in their benefits for 2023. The last double-digit bump for SS payments was a 11.2% bump in 1981. Those currently…

Read More→

Should I max out my 401(k) while the market is down?

A frequent question I hear from clients and prospects is whether or not to put extra money into the 401(k) while the stock market is down. Three key questions can help you navigate this idea. Question 1: What is your emotional outlook? We need to be realistic with ourselves and our emotions surrounding money and investing. Mathematically we “know” that…

Read More→

Home for the holidays? Your adult children need estate planning documents.

It’s December 23rd; your 18-year-old daughter is a college freshman attending school out of state. You haven’t seen her since the semester started and are counting the minutes until she arrives home for the holidays. Then you receive the news from her carpooling companion that she has been in a serious auto accident. You race to the hospital, but when…

Read More→

Changing jobs? Consider these 7 things during your transition.

It’s no secret that people are on the move. A poll conducted earlier this year on behalf of Fast Company indicated that the majority of U.S. workers are considering a job change. Moving to a new opportunity at a new employer can be an exciting time. It can also be a stressful time. Here are seven things to consider when…

Read More→

Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

Krilogy® continues to grow its team of advisors with the addition of Associate Wealth Advisor, Bryce Dalrymple, in the firm’s Creve Coeur office. Dalrymple joins Krilogy with experience in corporate recruiting for the construction, architecture and engineering fields, as well as collegiate recruiting. Dalrymple began his relationship with Krilogy® as a client. He became well acquainted with the firm, gained…

Read More→