Citizens Wealth Management Group
LPL research shows pragmatic optimism for the 2025 economy.
Pragmatic Optimism As LPL Research looks to 2025, we’re cautiously optimistic. We’re cautious because no market environment is ever permanent, yet optimistic since constructive long-term technology trends are in place. Plus, potential tax policy and deregulation efforts in 2025 could provide some tailwinds. While growth asset returns are not expected to be as robust in 2025, the investment environment should prove to be favorable for investors. Watch Deborah Boisselle, VP of Investments to discuss what the 2025 economy has in store. Citizens Wealth Management - https://www.cwmgohio.com/ Our Team - https://www.cwmgohio.com/our-team
Social Security – What you need to know in 2024
When it comes to deciding when to take Social Security, there are many factors that may come into play, including whether you intend to keep working and how much your spouse is entitled to. You can take it as early as age 62, but waiting until you’re age 70 offers a larger monthly benefit. Debbie Boisselle, VP of Investments for Citizens National Bank, explains what you need to consider before opting into your Social Security benefits. She also touches upon Medicare enrollment and some things to watch out for when making those decisions. Citizens Wealth Management Group: https://www.cwmgohio.com/ Debbie Boisselle, VP of Investments: https://www.cwmgohio.com/our-team Full Presentation: https://youtu.be/vD09Rg8WHy8?si=H2-u2eWHEYW0t6RF #socialsecurity #retirement #retirementstrategy #socialsecuritybenefit
Social Security – What you need to know in 2024
When it comes to deciding when to take Social Security, there are many factors that may come into play, including whether you intend to keep working and how much your spouse is entitled to. You can take it as early as age 62, but waiting until you’re age 70 offers a larger monthly benefit. Debbie Boisselle, VP of Investments for Citizens National Bank, explains what you need to consider before opting into your Social Security benefits. She also touches upon Medicare enrollment and some things to watch out for when making those decisions. Citizens Wealth Management Group: https://www.cwmgohio.com/ Debbie Boisselle, VP of Investments: https://www.cwmgohio.com/our-team #socialsecurity #retirement #retirementstrategy #socialsecuritybenefit
Mid-Year Outlook 2024 - What does the economy have in store?
Deborah Boisselle, VP of Investments discusses what the 2024 economy has in store. Here we are, at the midpoint of 2024. If we had to provide one word that defines the first half it would be resilience. That resilience has continued to fuel the trends we saw in late 2023 — economic growth mixed with stubborn, but decelerating inflation. It’s tempting to say the growth trajectory will continue, but we believe the economy will soften in the second half, which will naturally have domino effects across the investing arena.
Mid-Year Outlook 2024 - What does the economy have in store?
Deborah Boisselle, VP of Investments discusses what the 2024 economy has in store. Here we are, at the midpoint of 2024. If we had to provide one word that defines the first half it would be resilience. That resilience has continued to fuel the trends we saw in late 2023 — economic growth mixed with stubborn, but decelerating inflation. It’s tempting to say the growth trajectory will continue, but we believe the economy will soften in the second half, which will naturally have domino effects across the investing arena.
Economic Outlook 2024 - presented by Debbie Boisselle of Citizens Wealth Management Group
Debbie Boisselle of Citizens Wealth Management Group provides insight and analysis into 2024's opportunities, challenges, and potential surprises. https://www.cnbohio.com/investments/
Medicare and Social Security - A Brief Overview
Debbie Boisselle, of Citizens Wealth Management Group, gives a brief overview of when you can sign up for Medicare and the options you need to consider. Social Security is another hot topic she touches on in this video. There are several factors to think about when you are ready to collect that will affect the amount you receive each month.
Mid-Year Economic Forecast 2023 - The Path to Stability
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. Presented by Debbie Boisselle of Citizens Wealth Management Group https://www.cwmgohio.com/
Planning for Housing in Retirement
Aging and Its Financial Implications: Planning for Housing Retirees may live as long as 30 years or more in retirement. Housing may be the largest expense of retirement income. The time for planning is before a crisis or health event drives a change in housing that is neither budgeted for nor anticipated. This program will provide information regarding housing options, from the cost of home modifications to assisted living facilities, and how to evaluate what will work best for you or your loved ones as you age. It will focus on creating a plan to enable you to save and invest appropriately to afford the lifestyle you prefer and the care you may need in the future.
Starting an Education Savings Plan presented by Citizens Wealth Management Group
Starting an education savings plan and becoming acquainted with the many options available can help you get a step ahead on saving for higher education.
Choosing between a Traditional IRA and a Roth IRA presented by Citizens Wealth Management Group
Which Is Right for You? This video will help you better understand the difference between a traditional IRA and a Roth IRA, why you should consider one over the other and when you might want to consider converting your traditional IRA to a Roth IRA.
How is Social Security an Income You Can’t Outlive?
Social Security is something that when you sign up for it, it is there for life. Debbie Boisselle, VP of Investments for Citizens Wealth Management Group discusses the lifetime benefits and annual inflation adjustments of Social Security. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What Does Full Retirement Age and Primary Insurance Amount Mean for Social Security?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how your full retirement age determines what your primary insurance amount will be when applying for Social Security. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
When Should I Apply for Social Security?
Did you know that the age you apply for your Social Security benefits affects what your permanent benefit will be for the rest of your life? Debbie Boisselle, VP of Investments for Citizens Wealth Management Group helps decipher what your benefits will be based on the age you apply for your benefits. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What are Social Security Spousal Benefits?
Debbie Boisselle, VP of Investments for Citizens Wealth Management Group explains how the spouse of a worker may be entitled to a spousal benefit with Social Security, the percentage that could be and the rules for collecting. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
What are Social Security Survivor Benefits?
The amount of the survivor benefit depends on two things. First, when the deceased spouse claimed his/her “original” benefit and when the widow claims his/her survivor (actual) benefit. Debbie Boisselle, VP of Investments for Citizens Wealth Management Group discusses how the survivor benefit can be claimed. Citizens Wealth Management Group: https://cnbohio.com/commercial/investments/
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