From the rising Social Security wage base to the growing flexibility of 529 plans, our Q3 2025 newsletter highlights key updates that could impact your financial strategy. We explore what really happens to debt after death, whether the housing market can shake the lock-in effect, and how convertible bonds are gaining traction amid persistent interest rate pressures. You’ll also find insights into Medicare surcharges and smart strategies to manage income in retirement.
This edition includes:
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Debt After Death: What Happens to Debt When Someone Dies?
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The Lock-In Effect: Will It Ever Let Go of the Housing Market?
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Social Security Wage Base for 2025 Is Highest Yet
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Versatile 529 Plans Can Help with More than Just College
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Will You Pay a Medicare Surcharge?
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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
Download the full PDF to stay informed, protect your assets, and plan confidently for the future.
