Kilpatrick Financial Group

04/08/2026

09/18/2025

https://www.aarp.org/social-security/early-look-cola-increase-2026/

Here’s what analysts estimate the benefit boost could come in at next year

11/02/2023

https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000

IR-2023-203, Nov. 1, 2023 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2024 has increased to $23,000, up from $22,500 for 2023.

10/25/2023

https://www.cnbc.com/2023/10/12/social-security-announces-the-cost-of-living-adjustment-for-2024.html

Social Security beneficiaries will see a lower increase to their monthly benefits in 2024 following a record increase this year.

04/11/2023

Great article on Social Security spousal benefits...

Understand how Social Security spousal benefits work to make the most of your retirement funds.

03/31/2023

The late great Robin Williams sharing his thoughts on how banks are ran... A humorous and insightful commentary:

Aug. 12 (Bloomberg) -- Actor Robin Williams died Tuesday at age 63 of suspected su***de. This is a clip of Charlie Rose's interview with Williams from 2009 w...

01/17/2023

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

01/04/2023

Maybe 2023 is the year you finally hire a vetted advisor to help with your money. 😀

12/12/2022

Our first ever client appreciation holiday Christmas movie was a success! We screened the 1970's musical Scrooge, with Albert Finney. Thank you everyone that attended! And as Tiny Tim says, "God bless us, every one!"

12/02/2022

Brilliant...

11/30/2022

https://kilpatrickfinancialgroup.com/blog/what-to-do-when-the-market-tanks

You may be tempted to panic or sell when the stock market is down. However, with a wise strategy you may want to reconsider saying the course. Here's why.

10/26/2022

Wonderful article on the benefits of Roth IRAs...

Individual retirement accounts (IRAs) give investors a fantastic opportunity to save on taxes. Pay your future self by investing in an IRA, and you can also lower your income tax bill. Clever retirement investors know an even better strategy to minimize their taxes, though: Use a Roth IRA. Roth I