Your Powerful Legacy

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The Social Security and Medicare trust funds are in trouble, and as of late, politicians have only made the problem worse.

Both Presidents Joe Biden and Donald Trump signed legislation that will accelerate the insolvency date of the Social Security trust funds.

Read up on some changes you can expect in the near future: https://ow.ly/lSgP50Zo1JZ



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When Will Social Security Run Out of Money? And Medicare? Social Security and Medicare trust funds, which help pay benefits, are projected to outspend their surpluses. What happens when the safety net faces a shortfall?

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

The Social Security retirement trust fund is now projected to be depleted by late 2032, one year earlier than last year's estimate of 2033.



This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency

Don’t let taxes cause your financial plan to wobble.

Uncle Sam will always come for his fair share of your savings. Proactive tax planning prevents you from paying a penny more than you owe.

Got questions about your financial stability? Give us a Ping!

Kristina is a pro at taking the wisdom she shares on TV and applying it to the unique financial situation of every individual she meets at Powerful Legacy.

If you're a high earner aged 50 or older planning for retirement, you likely maximize your 401(k), 403(b), or 457(b) with catch-up contributions.

But there's a curveball this year: For anyone who earned more than $150,000 in 2025, every dollar you allocate in catch-up contributions has to go into the Roth side (not pretax) of your 401(k). https://ow.ly/xTSh50ZfWI4

The 2026 Retirement Catch-Up Curveball: What High Earners 50 and Older Need to Know Now Unlock the secrets of the 2026 retirement catch-up provisions: A must-read for high earners age 50 and above.

You don’t have to sit in a boardroom to get financial insights from a CEO.

Tune into Your Powerful Legacy to hear our founder and CEO, Kristina, break down how the current economy is impacting today’s retirees.