October Reading List from your WPC Advisors
Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks.
Social Security & Medicare
Jerry: Press Release | Press Office | SSA
Tim: Medicare enrollment | Is it time to switch plans? Fidelity
Investing and Financial Planning
SECURE 2.0 Mandatory Roth Catch-Up Requirement Raises Questions (fa-mag.com)
Malea: Higher For Longer vs. the Stock Market – A Wealth of Common Sense
Identity Theft Protection
Tim: ID theft | How to prevent identity theft | Fidelity
If you have any questions about our reading selections, please give us a call at 513-733-1750.