Cypress Wealth Advisers

Newsletters

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Lease Payment

How much would your monthly lease payment be?