Private Sector Information

Social Security COLA 2024: How Much Will Your Benefits Increase?
The Social Security Administration (SSA) has announced that Social Security benefits and Supplemental Security Income (SSI) payments will increase by 3.2% in 2024. This is

Maximize Your FERS Pension & Retirement Benefits – Receive a Detailed Federal Benefits Report
Planning for retirement? Need to know your specific FERS pension numbers? Meet with one of our Chartered Federal Employee Benefits Consultants. At PlanWell, we take

Understanding Medicare Tax for High-Income Individuals
Medicare is a vital healthcare program that provides coverage for millions of Americans aged 65 and older and certain younger individuals with disabilities. To fund

Pay Yourself First: A Simple Guide to Building Financial Security
Paying yourself first is a fundamental financial habit that can have a significant impact on your long-term financial security. Essentially, it means setting aside a

Government Shutdowns: What You Need to Know
At issue in Washington is a disagreement between House conservatives and Speaker Kevin McCarthy, who reached a spending deal with President Joe Biden earlier this

The Impact of Government Shutdowns on Social Security and Veterans Benefits
At issue in Washington is a disagreement between House conservatives and Speaker Kevin McCarthy, who reached a spending deal with President Joe Biden earlier this
ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY
