by McCabe & Associates | Jun 27, 2025 | Financial Planning, Retirement Planning
In today’s world, filing for Social Security may seem like a standardized process. Many people think that the day they qualify for benefits is the day they need to file. However, you might want to think again. The decision you make today might affect the benefits...
by McCabe & Associates | Apr 22, 2025 | Financial Planning, Investment Management, Stock Market
On April 2nd, President Trump announced unprecedented global tariffs that sent shockwaves throughout the global markets. As a result, the S&P 500 lost over 10% in two days. Though we have experienced volatility like this in the past (i.e. 1987, the Financial...
by McCabe & Associates | Mar 27, 2025 | Financial Planning, Retirement Planning
This is a friendly reminder that the deadline for 2024 IRA contributions is April 15th, 2025. Here are a few questions to ask yourself before contributing: How much am I able to contribute this year? Will I be able to deduct my contribution? Am I over the...
by George C. McCabe, CPA | Sep 19, 2024 | Financial Planning, Life Insurance
While education costs are top of mind for people in their forties and fifties, concern about health care costs rises to the top of people’s list as they enter their sixties. Like education, the rise in medical and long-term care costs has outpaced inflation over...
by George C. McCabe, CPA | Aug 1, 2024 | Financial Planning, Investment Management, Retirement Planning
The best shift I have seen in the financial advisory industry is that we are moving away from selling products to providing advice. Value does not only come from the services your firm provides; rather, the ability to identify outside solutions that are...
by George C. McCabe, CPA | Feb 23, 2024 | Financial Planning, Lifestyle, Retirement Planning
Reviewing Your Beneficiaries: A Game of Many Levels During a recent review with a client, I was going over the beneficiaries on his accounts when the client mentioned, “We seem to cover this every few years. Nothing has changed and we don’t anticipate anything...
