As we continue to march into a new year, Castlepoint Partner Jake Weatherford, CFP®, and Castlepoint Portfolio Manager Adam Lee, CFA® provide perspective on your portfolio’s performance in 2022, as well as what Social Security may look like in the coming years.
Link to slides used:
https://my.dimensional.com/login?state=qWhrIfG4dhAibLWLx3v…
Link to interactive Social Security tool:
https://www.crfb.org/socialsecurityreformer/
The content of this video is developed from sources believed to provide accurate information. The information in this video is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
