Don’t Let These Tax Situations Take You By Surprise

Retirement can be full of surprises, and hopefully yours will be the good kind! Since this major lifestyle and financial change will impact every area of your life, it probably

Protect Yourself from Social Security Fraud

Imagine that you’re entering the home stretch of your career. Preparing for retirement, you’ve decided not to claim your Social Security benefits at age 62 (the earliest age at which

Should You Avoid Stocks After You Retire?

February brought us some difficult times within the stock market, and some investors felt a bit shaken up. Sometimes these feelings lead us to make large assumptions, such as, “the

What Happens If You File Your Taxes Late

Tax season is underway, and millions of Americans have already filed their returns. Of course, it’s more tempting to procrastinate if you’re expecting to owe the IRS, and even more

5 Times You Should Check Your Credit Report

You could think of your personal credit report as a health history for your finances. But unlike your actual health history, which is unlikely to fall prey to tampering, your

Unemployment is Low: What Next?

For years, we have been watching a long and sometimes frustratingly slow recovery from the Great Recession. Last year, the unemployment rate dropped down to just 4.4 percent, the lowest

Love is a Beautiful Thing… But It Can Cause Financial Mistakes

February brings us Valentine’s Day, a celebration of romantic love and (hopefully) harmony within our relationships. But because money is often cited as the number one cause of marital discord,

Take a Look at Your Financial Forecast

Every day, or at least every few days, the vast majority of us check our local weather forecasts. We need to know how cold the weather will be, or whether

Have You Prepared for the Unknown?

  Most of our clients are the financially savvy type. You keep up with current economic news, you research stocks before diving in, and you understand risk versus reward. High