AnnuitiesRetirement Planning

Research has found that a well-designed indexed annuity can address both stock market risk and investment traps by offering a solution for lifetime income, the leading retirement savings problem.

Retirement Accounts

The IRS released Notice 2022-55 with 2023 contribution limits increasing for a 401(k), 403(b), most 457 plans, and Thrift Savings Plan (TSP) up to $22,500, and both a traditional and Roth IRA up to $6,500.

Financial PlanningRetirement PlanningTaxes

As people continue living longer and inflation keeps increasing, here are some tips on how to prepare for changes with retirement planning.

MedicareSocial Security

Social Security benefits will be increasing in 2023 with an 8.7% cost-of-living adjustment due to record-high inflation, which will be the largest in 41 years.


The IRS released Rev. Proc. 2022-38 with 2023 income tax rates, maximum capital gains rates, standard deduction, AMT, QBI deduction, estate tax exemptions, gift tax, long-term care deductions, and per diem.
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.

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