Uncategorized Archives - Page 2 of 11

Understanding Social Security Benefit Taxation

by Ronald Gelok & Associates | Aug 29, 2023 | Uncategorized | 0

Receiving Social Security benefits is advantageous in retirement, but like almost every other form...

SECURE Act 2.0: An Overview

by Ronald Gelok & Associates | Jan 20, 2023 | Uncategorized | 0

In the final days of 2022, Congress passed a new set of retirement rules designed to make it...

Retirement Hobbies You Never Knew Existed

by Ronald Gelok & Associates | Nov 29, 2022 | Uncategorized | 0

We all know about standard retirement hobbies such as golf, gardening, or woodworking. But now...

Insurance Basics: Auto Insurance

by Ronald Gelok & Associates | Nov 10, 2022 | Uncategorized | 0

Given the sheer number of cars on the road and the distractions drivers deal with every day, the...

November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

by Ronald Gelok & Associates | Nov 2, 2022 | Family, Financial Planning, Healthcare, Retirement, Uncategorized | 0

November is National Family Caregiver Month, an opportunity to honor the physical, mental and...

October is Financial Planning Month

by Ronald Gelok & Associates | Oct 12, 2022 | Uncategorized | 0

As the holiday season draws near, most people are thinking about their finances over the next few...

Investment Strategy: Setting Financial Goals

by Ronald Gelok & Associates | Sep 29, 2022 | Uncategorized | 0

Have you ever set a financial goal for yourself with the best of intentions, only to find yourself...

Hurricanes & Flood Insurance: What You Need to Know

by Ronald Gelok & Associates | Aug 17, 2022 | Financial Planning, Uncategorized | 0

If you live in an area at risk for hurricanes, you likely understand the importance of flood...

August Is National “Make a Will” Month

by Ronald Gelok & Associates | Aug 5, 2022 | Estate Planning, Family, Retirement, Uncategorized | 0

August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer...

Did You Know About These Cryptocurrency Pitfalls?

by Ronald Gelok & Associates | Jul 22, 2022 | Investing, Uncategorized | 0

Between the stories we see on the internet, the countless memes, and the growing library of buzzwords, it’s hard to research today’s economy without running into some references to cryptocurrency. According to the...