News & Resources
Notes from the Valley
Below are recent copies of the Notes from the Valley newsletter.
Below are resources that include, but are not limited to, updates about specific planning issues, concepts, and current events. Additionally, we will post general resources that have been updated due to changes in government regulations or laws that may impact you.
Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. This year's reports, released on April 23, 2012, show that both programs face urgent financial challenges that should be addressed as soon as possible.