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Recently, the IRS released information to tax professionals, warning them of a new insurance scam that criminals are using to fraudulently access annuity and life insurance accounts. Since educating our clients and warning them of issues that can impact them is important to us, we’re passing along this information to…
It goes without saying that those who earn more money, have more to save for retirement. But whether you’re actually saving that money is a whole different story, isn’t it? We often find that those who earn more don’t necessarily save more, because they’re spending extra cash on…
There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential pitfalls. The following eight mistakes are some of…
Once your kids graduate college and venture out into the world, they don’t exactly need you to hold their hands while crossing the street anymore. But that doesn’t mean they don’t need your guidance, especially concerning more “adult” topics like planning a family, taxes, career decisions, and financial planning. You’ve…
Are you and your spouse on the same page, regarding retirement planning? NerdWallet recently conducted a survey that uncovered some surprising truths about couples and their retirement plans. For example, 30 percent of couples don’t talk about retirement at all. That might explain why 23 percent of survey respondents said…
Have you heard the terrific news? Despite all the terrible things the evening news likes to share with us, our economy is doing very well. In fact, we’re right in the middle of the third longest market expansion in history! And, if it lasts another two years, it will be…
It often seems that we spend a good portion of our time just filling out endless forms, doesn’t it? It seems that everywhere we go, we’re asked for our names, birth dates, addresses, phone numbers… and Social Security numbers. Now, in most cases, requests for that information are based on…
Years ago, you established a long-term savings plan for retirement, and set a prospective date to transition into your new life. But maybe you’ve enjoyed quite a bit of career success or good luck in the meantime, and you’re considering an earlier retirement. Before taking that leap, make sure to…
If you have a relationship with Wells Fargo Bank, including: Auto Loans, Mortgages, Credit Cards, Checking Accounts, Savings Accounts or a Merchant Account, here’s what you need to know: Auto Loans: Check your loan statement(s), not just the current one, and look for late charges, particularly when you’ve been paying…
About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s more to learn about your paycheck than you…
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