The Joseph Group

Wealth Notes

  • De-stress and Find Holiday Joy

    December 2, 2022

    To Inspire: It’s suddenly December and the holiday season is in full swing. Do you feel the stress already? Whew, I do. It’s no secret that while this time is supposed to be festive and merry, it can be overwhelming and stressful for many. Studies show that nearly half of people feel more stressed during […]

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  • IRMAA – The Dreaded Annual Medicare Premium Adjustment

    December 2, 2022

    To Inform: As we enter the end of the year, many people who are Social Security and Medicare age are receiving their notices about the changes for next year. The good news is that Social Security benefits are going up by 8.7% next year, which is one of the largest increases on record! The bad […]

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  • Three Highlights from Portfolios at Your Place

    November 18, 2022

    To Inform: Last night we hosted a Portfolios at Your Place event to a capacity crowd of Joseph Group clients and friends. We talked about a multitude of topics, but I want to share a few key highlights. Post Mid-Term Elections Regardless of how an investor may feel about the mid-term elections politically, historically, the […]

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  • JUST STOP YOUR COMPLAINING!

    November 18, 2022

    To Inspire: Why does it seem like gratitude and appreciation require so much intentionality but grumbling, questioning, and complaining come so naturally? We complain when things don’t go as we want, when others don’t think or act the way we think they should, and about all the problems we encounter or perceive in the world. […]

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  • Required Minimum Distributions and Charitable Giving

    November 4, 2022

    To Inform:  The onset of Autumn is a reminder for many things, cooler days and brisk nights, football, the forthcoming holiday season, and Required Minimum Distributions. Ha! What is a Required Minimum Distribution? A Required Minimum Distribution, often abbreviated as RMD, is the minimum annual amount you must take from retirement accounts to satisfy federal […]

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  • Planning for the Emotional Part of Retirement

    November 4, 2022

    To Inspire: A recent T. Rowe Price study concluded that while many people do at least some level of financial planning for retirement, relatively few take into account the emotional element of planning. They have not taken time to truly visualize what retirement will look like and how they want to live those years. The […]

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  • Impacting Lives through Soup

    November 4, 2022

    To Inspire: As fall turns to winter, there’s nothing like a great bowl of soup on a cold day. Soup of Success soup mixes can help speed up the homemade soup process and help marginalized women – a win win! Soup of Success began in 1997 when Church Community Services started trying to help their […]

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  • Volunteer Mentor Impacts Youth

    October 28, 2022

    To Inspire: The Foundation for a Better Life recently shared the story of Ron, a man who spent much of his time in retirement working with children and youth in his community – coaching local youth teams and later, serving as a school crossing guard. In this issue of WealthNotes, we share his story and […]

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  • Notes from the Road – “Keep what’s most important, most important”

    October 28, 2022

    To Inform: This week I had the chance to join a few of my peers here in Columbus for dinner with the Chief Economist and the Head of Technical Strategy at Strategas, a research firm whose partnership we greatly value. Both individuals spent 15-20 minutes on what they’re paying attention to in their work. The […]

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