Matt O'Connor, SVP, Wealth Consultant

02/24/2023

We're still in the early months of 2023, and the last thing on your mind is filing your taxes. But if you start assembling information now, you’ll experience less stress and be in a far better position come April. Here's how you can prep now for tax day: https://public.websteronline.com/articles/investments-insights/prepping-early-for-tax-day

10/15/2022

09/02/2022

Life expectancy in the US has been steadily increasing. The need to allocate assets and structure distributions to ensure they last throughout your retirement is crucial.

Contact me to learn how your Social Security benefits will factor in your retirement plans.

08/26/2022

How far might this latest pullback go? This week's podcast provides an update on the housing market, discusses rising recession risks in Europe, and previews the Federal Reserve’s Jackson Hole symposium later this week. Listen now: https://www.youtube.com/watch?v=KTCigq-iRpo

08/19/2022

COLA benefits could go up next year, and retirees could see their monthly payments go up by $159 per month. CNBC has the details:

High inflation points to a possible 9.6% Social Security cost-of-living adjustment in 2023, according to a new estimate based on data released on Wednesday.

08/18/2022

When you reach age 72, you may have to start withdrawing money from your IRA or workplace retirement plan—make sure you have a plan in place for how you’ll manage your plan distributions.

Contact me to discuss how to use the required minimum distribution to your best advantage.

06/01/2022

By holding companies to higher standards on environmental data, the SEC is giving investors and the public what they want and need.

05/19/2022

What could help turn the stock market around? LPL Research discusses first quarter earnings season for 2022.

LPL Research discusses first quarter earnings season for 2022 and what could help turn the stock market around.