Ask Peggy® About Your Money

• Quarterly Data
• Social Security Age Revisions
• Open Enrollment
• Stocks vs. Funds

References:

https://www.thinkadvisor.com/2026/09/25/new-bill-would-let-nurses-construction-workers-claim-social-security-at-60/

• Market and Economic Update
• Social Security COLA
• Special Teams in Financial Football
• Tax Deadlines

Resources:

https://www.marketwatch.com/story/the-price-of-almost-everything-on-your-dinner-table-is-climbing-at-once-and-wall-street-is-taking-notice-9623d1fc?mod=home_lead

https://www.thinkadvisor.com/2026/09/11/social-security-cola-estimated-at-35-for-2027/

• Market and Economic Update
• Texting Your Financial Pro
• Football and Finance--Defense
• Taxes

References:

https://www.bloomberg.com/news/articles/2026-08-30/world-mostly-shrugs-off-bessent-s-d-day-iran-sanctions-threat?srnd=homepage-americas

https://www.thinkadvisor.com/2026/08/27/court-upholds-sec-texting-settlement-against-apex-clearing/

• Market and Economic Update 
• Business Interest Deduction
• Football and Finance
• Bonds vs Bond Funds

References:

https://www.reuters.com/world/us-treasury-double-sizes-some-debt-buyback-operations-least-4-billion-2026-08-19

https://www.thinkadvisor.com/2026/08/20/irs-updates-faq-on-business-interest-deduction/

• Market and Employment Data Update
• Fiduciary Under Fire (Again)
• Tips for College Students
• Taxes and Retirement Savings

References:

https://www.reuters.com/business/us-nonfarm-payrolls-fall-july-unemployment-rate-eases-41-2026-08-07/

https://www.thinkadvisor.com/2026/08/04/new-bill-kills-dol-oversight-of-iras/

• Market Review
• Recognizing Fraud
• Saving for Retirement
• Choosing Beneficiaries

References:

https://www.finrafoundation.org/sites/finrafoundation/files/2026-07/RAND_Fraud_Research_Brief.pdf

• Market Review
• Investment Account E-Deliveries
• Back to School College Funding
• Retirement Shortfalls

References:

https://www.thinkadvisor.com/2026/07/16/sec-releases-new-e-delivery-rule/  

• Market Performance
• Tax Penalty Relief
• Christmas in July
• SIMPLE IRAs

References:

https://www.thinkadvisor.com/2026/07/09/irs-rolls-out-automatic-penalty-relief-for-eligible-taxpayers/

https://www.nerdwallet.com/retirement/learn/simple-ira-vs-401k-comparison-how-to-pick-the-right-plan

Market Update

Avoiding Scams

Finances and Fireworks

Maxing Retirement Savings

References:

https://www.thinkadvisor.com/2026/06/17/financial-fraud-is-accelerating-cfp-board-survey/

https://www.irs.gov/retirement-plans/irc-457b-deferred-compensation-plans

• Markets and Oil
• Recouping Illegal Gains
• Summer Vacations
• Giving Children Money

References:

https://www.thinkadvisor.com/2026/06/04/supreme-court-bolsters-secs-power-to-recoup-illegal-gains/