Cash Flow Matters: How Spending Habits Influence Retirement Prospects for Baby Boomers People are living longer. That means people are now spending more time in their retirement years than previous generations. This necessitates a careful evaluation of spending habits to make the money last, and nowhere is this more critical than among the Baby Boomer’s. […]
As the holiday season approaches so does another (less exciting) season. That’s right, tax season! Good news is, if you’re reading this now you haven’t missed out on opportunities that disappear at year end to maximize tax savings and reduce your overall bill. Here are 5 end of the year tax tips you don’t want […]
It is cyber security month and scams are an ever increasing topic of importance when discussing how to protect our financial and personal assets. From cell phone calls, text messages, and emails, fraudsters are using more and more innovative ways to steal passwords and personal information, putting your financial accounts at risk. Don’t kid yourself…these […]
What is asset protection? Unlike estate planning that is set in place to protect your assets after you’re gone, asset protection is about protecting you from what can happen during your lifetime. It is the holistic practice of taking a proactive stance in managing risk, both personally and professionally. Why have asset protection? The United […]