Grandparents step in to help fund college education
With college costs soaring, grandparents are often a financial resource to help fund education and provide opportunity.
How the FDIC helps protect your money
The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.
Preparing for expenses in retirement
Preparing for expenses in retirement and in the years before will help ensure you do not out live your available money once you retire.
Identity theft incidents on the rise
With an incident occurring every 22 seconds, 33% of Americans have faced some form of identity theft at some point in their lives.
A historical view of recession
The U.S. has experienced two consecutive quarters of negative GDP growth in 2022 but the NBER has yet to call our current condition a recession.
Consider adding Series I savings bonds to your portfolio
Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.
Explore your options for charitable giving
When it comes to planning your charitible giving, you have options that may provide tax advantages as well as helping others.
What it really means to be a fiduciary financial advisor
Just because an advisor says s/he is a fiduciary doens’t mean they’re held to the same legal standard. You need to know what being your fiduciary really means.
Who is impacted most by inflation?
The cost of everything is going up. Many retirement projections are based on a much lower inflation rate than what we are currently experiencing.
Increased risk of financial abuse due to COVID isolation
The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.