Retirement is often viewed as a static phase of life, but the reality is far more dynamic. As retirees progress through their golden years, their spending habits and
As we approach 2025, the Social Security Administration (SSA) has announced several important changes to the program that will affect millions of beneficiaries. These updates are designed to
The SECURE Act 2.0, signed into law in late 2022, brought significant changes to retirement savings and planning—namely, the rules around how retirement accounts work and can be
Retirement is a stage in life that many look forward to. However, it comes with its own set of financial challenges, among them being the handling of taxes.
The Federal Reserve makes a monthly statement about its interest rate policy, which is based on the data it tracks and analyzes to understand the state of the
Planning for retirement income is a crucial aspect of achieving a secure and comfortable retirement. With longer life expectancies and the need for additional sources of income, it’s
Our mission is to grow and protect your investments for a lifetime and beyond.
Our eNewsletter
Solera Asset Management & Insurance is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand that Solera Asset Management & Insurance is a separate legal entity. Sowell Management and Solera Asset Management & Insurance are independently owned and operated. Solera Asset Management & Insurance advisory services are provided through Sowell Management, a registered investment adviser.
This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Solera Asset Management & Insurance does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Solera Asset Management & Insurance does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Solera Asset Management & Insurance (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Solera Asset Management & Insurance. Solera Asset Management & Insurance does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Solera Asset Management & Insurance does not necessarily endorse or recommend any commercial product or service described at these websites.
Copyright © 2024 Solara Asset Management. All rights reserved. | Legal Disclosures | Powered By: Lone Beacon
