Posts Tagged ‘retirement’
How to Avoid Scams – Practical Tips for Preventing Fraud
Scams are a major concern for everyone. Every day, people are falling victim to scams. Occasionally, a client of ours will contact the office because their data has been breached. …
Read MoreJune 10, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreForm 5498 Demystified – Essential Tax Information
Our in-house tax guru, Taylor Wolverton, CFP®, EA, sat down with us on this week’s podcast to help explain the ins and outs of Form 5498. Just a few days…
Read MoreJune 3, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreUnderstanding Annuitization Versus Deferred Annuities
When planning for retirement, many clients ask us about annuitization and how it compares to deferred annuities. This topic often causes confusion, so we aim to clarify the differences and…
Read MoreMay 28, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreWhat’s The Difference Between FDIC and SIPC?
We aim to address topics on the Secure Your Retirement podcast that people have asked us about. Recently, we’ve been receiving questions about whether the funds in Schwab, Fidelity, etc.,…
Read MoreMay 20, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreTurning 65 in Retirement – What To Do for Medicare
If you’re ready for Medicare and turning 65, there are a lot of complex topics that you must think about. In our latest episode of Secure Your Retirement, we had…
Read MoreMay 13, 2024 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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