Client Articles

July 14, 2025 When Should You Take Social Security? It Depends.

In this article, Head of Wealth Planning, Victoria Bogner, explores the key factors that influence the right time to claim Social Security benefits.

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Recent Posts

January 17, 2025 Good News About Social Security Benefits: What You Need to Know

by Victoria Bogner, Director of Client Experience At Allworth Financial, we know how important Social Security is to your retirement. Recent changes …

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January 06, 2025 Jimmy Carter: A Life Dedicated to Humanitarianism

by Victoria Bogner, Director of Client Experience Jimmy Carter, the 39th President of the United States, passed away on December 29th, 2024, at his …

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December 16, 2024 How to Make the Most of Your Flexible Spending Account Before December 31st

by Victoria Bogner, Director of Client Experience If you have a Flexible Spending Account (FSA), the end of the year is a key time to review your …

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December 09, 2024 What to Know Before Taking Your First Required Minimum Distribution (RMD)

by Victoria Bogner, Director of Client Experience As you approach retirement, there’s an important financial milestone you’ll need to prepare for, …

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December 02, 2024 The Ultimate Guide to Donor-Advised Funds: Making Charitable Giving Easy and Impactful

by Victoria Bogner, Director of Client Experience Around here, a lot of us like to give back to our communities and support causes that matter to us. …

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November 25, 2024 Older Workers Can Now Supersize Their 401(k) Savings

by Victoria Bogner, Director of Client Experience If you’re an older worker looking to boost your retirement savings, there’s some good news: The IRS …

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November 11, 2024 What Trump’s Return to the White House Could Mean for Your Finances

by Victoria Bogner, Director of Client Experience With Donald Trump back in the Oval Office, many of us are wondering how his administration’s …

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November 04, 2024 The Intersection of Politics and Your Portfolio

by Victoria Bogner, Director of Client Experience Today is Election Day, and the buzz is at an all-time high around who will be in the Oval Office. …

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October 28, 2024 Retiring Early? Here Are Your Healthcare Options

by Victoria Bogner, Director of Client Experience Retiring before 65 is something many folks look forward to. Whether it's more time with family, …

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October 14, 2024 Your Tax Bracket May Increase After 2025. Here's How It Could Affect Your Investments.

by Victoria Bogner, Director of Client Experience As we approach the end of 2024, it’s essential to be aware of significant tax changes on the …

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