A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge Financial Planning, Investments, Retirement, Social Security, TaxesThis year, we're encouraging you to look beyond just the numbers. We invite you to conduct a personal year-end review... read more
Safeguarding Your Identity: Essential Tips for Financial Security Financial Planning, Investments, Retirement, Social Security, TaxesAs financial professionals, one of our primary goals is to help our clients create a financial strategy and protect... read more
When Retroactive Social Security Benefits Make Sense: Key Scenarios Retirement, Social SecurityRetroactive Social Security benefits offer a lump sum payment for up to six months of missed benefits, but opting for... read more
The Impact of Elections on the Markets and Tax Policy Financial Planning, Investments, Retirement, Social Security, TaxesThe Impact of Elections on Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024... read more
Don’t Be A Victim Of The Retirement Crisis Financial Planning, Investments, Retirement, Social Security, TaxesIf you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of... read more
Artificial Intelligence’s Influence on the Investing Landscape Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesIn 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.”... read more
Scheduling a Family Meeting Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesSummer serves as a cherished time for families to reunite, offering a perfect opportunity to engage in discussions... read more
How Much Do You Need To Retire? Financial Planning, Investments, Retirement, Social Security, TaxesA few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the... read more
Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe? Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesThere isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information... read more
Technology Guide for Dementia Patients and Their Caregivers Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesAccording to Alzheimer's Disease International, someone develops dementia every three seconds. As of 2020, there were... read more
10 Financial Missteps to Avoid During a Divorce Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesDivorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally... read more
The Psychology of Love and Money Financial Planning, Insurance, Investments, Medicare, Retirement, Social Security, TaxesMoney can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance... read more