Last weekend, I watched an informative segment on CBS News 60 Minutes. The report featured in depth information about financial scamming. According to the report, "Last year Americans lost more than $10 billion to online scams and digital fraud, according to the FBI. The cons targeted every age demographic. People in their 30s filed the most complaints, but seniors were the most susceptible and last year lost $3 billion." Click this link to read/watch more.... MORE
Source: https://www.cbsnews.com/news/what-being-targeted-by-grandparent-scam-sounds-like-60-minutes-2023-05-21/
Are you recently retired, or do you hope to retire in the next several years? Why reinvent the wheel when you can learn retirement planning lessons from the millions of people before you?
...Read MoreTHE YEAR IN BRIEF2022 was a year of challenges for investors. High inflation challenged consumers and the Federal Reserve, which took the benchmark interest rate to a level unseen in 15 years.
...Read MoreFinancial Planning isn't a "one size fits all" approach. Each individual and couple has their own unique situation and goals for the future.
...Read More