Tag: estate planning attorney

Wilmington, North Carolina – November 2023: With inflation skyrocketing in 2022, many have understandably welcomed the hearty 8.7% cost-of-living adjustment (COLA) boost to Social Security benefits this year. However, the Social Security Administration announced that COLA will cool down to […]

A new American Bar Association publication titled “The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)” provides  in-the-trenches insights from seasoned investment counsel. “This is the one book lawyers and clients should read to become knowledgeable […]