Reading Time: 2 minutes The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community...
Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the...
Reading Time: 4 minutes What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more...
Reading Time: 2 minutes The Scottish proverb “shirtsleeves to shirtsleeves in three generations” describes the cycle of families starting with little means who build their wealth through hard work, but by the time great-grandchildren are in charge, the family is back...
Reading Time: 2 minutes This question as to whether you should refinance your home has been popular recently as mortgage rates are falling to new historic lows. In the 1970s and 1980s, it was common to see interest rates in the double digits. Fortunately, rates have...
Reading Time: 2 minutes Helping clients plan their financial freedom requires a serious look at the impact of healthcare costs. The fact is, as we age, we increase our chances that we will spend more on healthcare-related expenses. It is not just for treating ailments...
