Adler Financial LLC

For those qualify and have outstanding Federal Student Loans, I encourage you to apply for the one-time Student Debt Relief Plan that is being issued by the Department of Education. Here is the link to access the online application

https://studentaid.gov/manage-loans/forgiveness-cancellation/debt-relief-info

If you have any questions, please feel free to reach out to me at 608-200-2220 or via e-mail at [email protected]

Federal Student Aid

The Social Security Administration recently released their Cost of Living Adjustment for 2023. Those of you receiving benefits will see an 8.7% increase in those monthly checks.

If you have any questions on how this might impact you I'd be glad to help address those! send me an e-mail at [email protected].

www.ssa.gov

https://www.journalofaccountancy.com/news/2021/nov/tax-provisions-build-back-better-act.html

A good overview of the changes being proposed in the new bill. I'd love to discuss how this might impact you and your family's finances.

Are you nearing retirement? If so, and you are looking at your pension payout options, contact me to discuss how I can help you optimize your income sources. E-mail me at [email protected] for more information

If you are retired or nearing retirement and have company stock in your 401(k), lets talk about what options you have.
[email protected]

Some helpful tips in navigating this market volatility, especially those nearing retirement. Contact me at [email protected] or 608-692-2507 to discuss how I can help you plan for that milestone. Or visit me at www.adler-financial.com to learn more.

https://www.usatoday.com/story/money/personalfinance/2020/04/06/401-k-dow-how-manage-your-stocks-bear-market/5115935002/

How to handle your stocks and retirement savings when the market is volatile Here's how to manage your stocks and savings when the market turns volatile.

A well constructed article detailing the highlights of the Coronavirus Aid, Relief and Economic Security (CARES) Act.

Contact me at 608-692-2507 or [email protected] if you'd like to discuss how these programs can impact you and/or your business.

How the 2020 Coronavirus Relief (CARES Act) Affects You The 2020 Coronavirus Stimulus CARES Act sends money directly to individuals, expands unemployment benefits, funds small business loans and grants, and more.

Don’t want to act on your emotions amidst the coronavirus inspired market volatility? Here are 4 ways to stay calm…

4 ways to stay calm when markets stumble | Capital Group The coronavirus-related market volatility might tempt nervous investors to abandon the stock market. Here are four keys to temper this impulse.

Do you know how your current portfolio would hold up against the back drop of certain economic or financial events?

Contact me at [email protected] to discuss running a stress test on your portfolio.

Wondering how the new SECURE Act impacts you?

https://www.finra.org/investors/insights/what-do-investors-need-to-know-about-secure-act

What Do Investors Need To Know About the SECURE Act? | FINRA.org