‘Twas an Advisor’s Night Before Christmas
’Twas the week before Christmas and here in my chair; I sat in the office, foul weather or fair. The world was at play, but clients might call; I kept myself reachable, for one or for all. And, lo, I [...]
Protecting Your Financial Information Online
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet, understanding how to protect your privacy can help minimize [...]
Inflation Impacts Your Insurance Coverage Too
Make the necessary updates before you need them (when it’s too late). When Jill and John Smith purchased their life insurance policies ten years ago, they based their coverage on their anticipated obligations and needs. They made policy decisions, considering [...]
Beware Scams at Tax Time
Identity theft runs rampant during tax season. Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN) to steal from your accounts, [...]
If You Wait Too Long It’s Costly!
If you have a substantial amount of money in your company's retirement plan, one of the more dreaded taxes you may face is the 15% excise tax. The 15% tax is generally imposed on those receiving annual or lump-sum distributions [...]
