When to take Social Security receives much attention, for good reason. For the majority of Americans, it is the single largest resource for retirees. Adding complexity, evolving laws and strategies such as the file and suspend that have been...
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It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act...
September 22nd is the last day of summer, with fall quickly approaching. School is back in session (virtually, as my 3 kids log-in from home), Monday night football is back (no fans in the stands), and open enrollment for...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...
Identity theft is on the rise. The most recent statistics come from 2014, according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is nearly 7% of US residents. Most victims...