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Understanding the SECURE Act 2.0
Understanding the SECURE ACT 2.0While most of us were celebrating the holidays, Congress was busy pushing an appropriations act through both houses. This legislation includes what is referred to as the SECURE 2.0 Act of 2022...
Read MoreMarket Volatility is a Part of Investing
Volatility continuesAs we entered September, markets continued to deal with inflation, interest rates and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control...
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Top 5 Things to Know Now About Student Loans!
Top 5 Things to Know Now About Student Loans!
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Mortgage or No Mortgage in Retirement?
By Charlotte C. Geletka, CFP® CRPC®, Managing Partner Silver Penny Financial Planning Should you have a Mortgage in Retirement? In the past the working to retired life transition went something like this: work for the same...
Read More2020 Year in Review
Silver Penny Financial Planning managing partner Charlotte Geletka reviews 2020 and looks forward to 2021
Read MoreThe Second COVID-19 Stimulus Bill - What you need to know
Atlanta-based financial advisors, Silver Penny Financial Planning, break down a few questions you may have about the pending Stimulus bill. After months of impasse over the next steps in the COVID-19 aid and recovery bill, Congress has...
Read More2020 Charitable Donations
Silver Penny is an Atlanta-based Financial Planning firm that supports giving back to the community in various ways. Our main focus is on financial education, youth development and health care related causes. Over the past year we...
Read MoreElection-Proof Your Portfolio
Silver Penny managing partner Charlotte Geletka discusses that market outcomes have not been historically altered by a political party on either side.
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Introducing Silver Penny Peachtree City Location
We are proud to announce our newest location, Silver Penny Financial Planning Peachtree City! Advisor Vladimir Nikitenko, CFP, has recently opened the newest branch of Silver Penny Financial Planning. He and his family live in the area...
Read MoreIs The Stock Market an Optimist?
The health crisis that has ravaged our country has brought the economy to a screeching halt. The economic reality seems bleak; unemployment hit a shocking 14.7 % as April unemployment reports came in. And yet, the stock market posted...
Read MoreThe CARES Act Summary for Retirees
Last week was another intense week in the markets. However, all eyes were on Congress and the stimulus bill. On Friday, March 27th, the historic Coronavirus Aid, Relief and Economic Security Act (the CARES Act), a $2 trillion emergency...
Read MoreThe Market and Emotions
One can argue that the strongest force in nature is that of human emotion. Money often stirs up lots of emotions. Richard Thaler won the Nobel Prize in economics in 2017 for his research on helping people make better decisions when it...
Read MoreMarket Declines and Corrections
We know the last week has been stressful for many people. Market declines are frequent. In fact, a correction does take place on average once a year. Additionally, the markets are not strangers to geopolitical concerns. Despite all of...
Read MoreLiving Life and Saving is Possible
For folks who live in the Atlanta area, you’ve probably heard of Clark Howard. Howard is a popular radio host who often provides great money-saving tips, advice on how not to get scammed, and...
Read MoreWhat the New SECURE ACT Means for Retirees
How does the SECURE Act affect retirees? At the 11th hour of 2019 the Senate passed, and the president signed into law, the SECURE Act, which includes significant retirement reforms which may impact your retirement planning. As with...
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