Category: Financial Services

  • Estate Planning & Unpaid Debts 

    When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills that can end up delinquent as a result of illness. There are more ways that […]

    August 8, 2020

  • Ask THIS Before You Claim Social Security 

    Should I claim my Social Security benefits now? It’s a common question, and it’s one that you’re very prudent in asking. Timing is the biggest facet in maximizing your benefits. Yet, you’ll get an array of answers on the best timing. Let’s break down three questions that will give you the most definitive answer to […]

    August 8, 2020

  • Laid Off Before You’re Ready To Retire?

    If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, then you should look through these tips to see what you can do to overcome this problem. Check Your Savings Check your savings account to see how much money you have.  It’s a necessary exercise to be […]

    July 22, 2020

  • UPDATE: RMD Requirements 

    If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck. According to the IRS, you can still roll over those funds and put them back into your account. That is according to the current Coronavirus, Aid, Relief and […]

    July 22, 2020

  • Summer Travel: Flying in the Pandemic 

    After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is more challenging than ever to socially distance on planes, making it important that you follow additional precautions. Mask Up: The number one thing that you […]

    July 10, 2020

  • Risk Tolerance Vs Risk Capacity: Knowing The Difference 

    The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States and around the world. It has been a major point of reflection for people all around the world. Many are reviewing how they have ran […]

    July 10, 2020

  • Financial Lessons This Crisis Can Teach You

    The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As states largely locked down, many workers saw their jobs evaporate without much warning. Some of these layoffs were temporary. Unfortunately, many people are still out […]

    July 7, 2020

  • Don’t Get Swept Up In The Recession

    Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market movements surely had a great amount of fear sweep over themselves regarding their retirement savings and their ability to trust the […]

    June 11, 2020

  • Recognize and Prevent Elder Financial Abuse 

    Yesterday was World Elder Abuse Awareness Day.   There can be many ways the elderly are abused by family or those close to them.  Let’s look at abuse from a financial aspect. Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation […]

    June 11, 2020

  • Estate Planning in a Pandemic 

    The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared for the end of life situations. As the crisis continues to rage on, it is more important than ever to make sure that your will […]

    May 30, 2020