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Technology and Human Interaction Play Important Roles in Retirement Planning

Bill Gates once said “technology is just a tool.” He was right, but maybe even he didn’t see just how effective that tool was going to be. Sometimes it feels like modern technology has transformed everything, to the point where the world you grew up in has nothing in common with the world today. These [...]

2020-07-03T16:46:03+00:00July 3rd, 2020|Retirement Planning, Lifestyle|

A Guide to the CARES Act for Americans Age 50 and Over

President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules for retirement account withdrawals. Here’s a guide to the CARES Act for Americans 50 and over. Delayed Tax [...]

2020-06-29T01:27:20+00:00June 29th, 2020|Economy, Financial Planning|

5 Tips for Staying Cyber-Secure

The coronavirus pandemic forced many office employees to work remotely. It also caused an increase in cybersecurity threats, as hackers and scammers attempt to capitalize on panic and vulnerabilities. If you’re taking steps to protect your financial wellbeing and health, make sure also to protect yourself from cyber threats. Here are five tips for staying [...]

2020-06-26T20:35:33+00:00June 26th, 2020|Fraud Protection|

3 Questions a Financial Advisor Can Help You Answer

It can be hard to know where to start when retirement planning, or who to go to for answers. Recent market drops and recoveries, increased unemployment, and uncertainty about the future could have you thinking about your financial future. If you’re wondering what your course of action should be right now, you should consider your [...]

2020-06-22T04:52:02+00:00June 22nd, 2020|Financial Planning|

Don’t Let a Flat Tire Derail Your Retirement

When you’re cruising the open road, or when you’re stuck in traffic, there’s a good chance you’re listening to something. Maybe it’s your music, a podcast, someone talking to you on the phone, or maybe just some friendly conversation with your passengers. Now, next time you’re in your car, I want you to do yourself [...]

2020-06-15T03:32:26+00:00June 15th, 2020|Retirement Planning|

3 Retirement Rumors You Should Ignore

When it comes to money and especially retirement, there are many rumors that arise. It seems like people who don’t want to know the truth would rather just make something up and tell their friends. If you want to retire, however, you must learn to sort fact from fiction and good advice from the bad. [...]

2020-06-08T04:04:37+00:00June 8th, 2020|Retirement Planning|

Planning is the Key to Your Retirement Masterpiece

We all have retirement dreams and personal goals. For some of us, that means biking across Europe, or hang-gliding off the coast of Morocco. But for others, the ideal retirement may be more of an inward journey. There are plenty of closet artists, writers, and musicians out there who can’t wait to leave the daily [...]

2020-06-05T19:03:21+00:00June 5th, 2020|Lifestyle, Retirement Planning|

Stay Cool This Summer by Checking Your Portfolio

As we head into summer, you probably have many plans. These might include seeing friends and family you haven’t seen in a while due to social distancing, or just getting out of the house a bit more to golf, go to the beach, or take a walk. While there are a number of things in [...]

2020-06-03T11:49:23+00:00May 31st, 2020|Financial Planning|