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How To Avoid Internet and Telemarketing Fraud or Scams The FBI began battling fraud in 1908, mostly for bankruptcy or accounting frauds.  One case we came across called “The Lady with the [...]

Let Financial Independence Ring! This year we celebrated the 242nd anniversary of America’s independence from England with fireworks, BBQs, swimming, parades, flags and other ceremonies.  [...]

Don’t have enough assets for an estate plan? Think Again! The cost of NOT having an estate plan may outweigh the costs of making an estate plan.  Without a plan your estate will go thru the [...]

Maximize 401(k) Contributions Their are many ways you can maximize 401(k) contributions.  A 401(k) Retirement plan is a great way to invest tax- free dollars.  Their are limitations on when you [...]

Should you sign up for Employer Long-Term Care Benefits? Around 40% of employers offer Long-Term Care Benefits.1  Is it offered at your company?  Should you sign up? It is a more complex decision [...]

3 Potential Risks To Avoid As Your Retirement Date Approaches When it comes to retirement planning, the bottom line is we’re trying to reach some financial goals with the least amount of [...]

I’m Un-Insurable, What options do I have to leave tax-free money to my beneficiaries? Life Insurance, Do you need it?  If properly structured, life insurance offers tax-free proceeds to [...]

The 3 Bucket Savings Strategy The road to retirement may be filled with curves or potholes, having a plan to navigate the road ahead is vital. It may be hard to visualize the now becoming the [...]

The Truth About Withdrawing From Your 401(k) The main focus of 401(k)’s are growth and accumulation. They also have tax favored contributions, when you make a contribution, it’s [...]