Conklin Financial Management

10/21/2026

The Social Security Administration has announced a 3.6 percent cost-of-living adjustment (COLA) for 2027, impacting nearly 76 million Americans receiving Social Security and Supplemental Security Income (SSI) benefits.

The Social Security Administration has announced a 3.6 percent cost-of-living adjustment (COLA) for 2027

09/21/2026

That is the squeeze facing Kevin Warsh and the Fed. When consumer prices are too high, the Fed has to ask which lemonade problem it is addressing. Too many buyers? Not enough lemons? A little of both?

06/18/2026

If you were planning to use balloons for a celebration this summer, you might want to start thinking about other, less expensive decorations. Helium spot prices have more than doubled since the Middle East crisis started in February....

Helium spot prices have more than doubled since the Middle East crisis started in February. That's partly because helium travels there. About a third of the world's supply passes through the Strait of Hormuz, a higher share than even global oil.

05/04/2026

Over the next few weeks, investors will hear about the Q1 business climate from roughly 90 percent of Standard & Poor’s 500 companies. It’s called “Earnings Season,” and it happens four times a year.

Over the next few weeks, investors will hear about the Q1 business climate from roughly 90 percent of Standard & Poor’s 500 companies.

04/30/2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future. Did you end...

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future.

03/05/2026

As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?” Reacting to short-term volatility has historically proven more damaging than the events themselves.

As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?” Reacting to short-term volatility has historically proven more damaging than the events themselves.

02/04/2026

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but the OBBB has added to the process.

01/14/2026

Have you ever heard the Wall Street adage, "Stocks climb a wall of worry"? It means that stock prices have historically trended higher when investors worry about economic issues, geopolitical uncertainty, or, in this case, a possible...

It means that stock prices have historically trended higher when investors worry about economic issues, geopolitical uncertainty, or, in this case, a possible government shutdown later this month.

01/08/2026

The Internal Revenue Service recently released new retirement account contribution limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.

The Internal Revenue Service recently released new retirement plan contribution limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.

07/18/2025

A glance at the 'Big Beautiful Bill' Congress passed that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for individuals and businesses