August, 2022 - The Independent Financial Group

A table showing the rate of inflation for each year.

Retirement

Customer Service is a Problem at Social Security

Have you tried to call Social Security lately? If so, this won’t come as much of a surprise – customer service is all but non-existent.

August 22, 2022

A group of people standing around each other.

IFG Viewpoint & Outlook

SECURE Act 2.0: RMD Age Hikes Coming?

RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?

August 8, 2022

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

July 1, 2025

Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

Month: August 2022

SECURE Act 2.0: RMD Age Hikes Coming?

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Jim's Money Blog

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda