5 Class Program Maximizing Social Security A comprehensive 2.5 hour program explaining how Social Security works. You will learn how to maximize benefits and minimize taxes, how the wrong decision can...
Summer Travel: Flying in the Pandemic
After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is more challenging than ever to...
Risk Tolerance Vs Risk Capacity: Knowing The Difference
The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States and around the world. It has been a major point of...
Recognize and Prevent Elder Financial Abuse
Yesterday was World Elder Abuse Awareness Day. There can be many ways the elderly are abused by family or those close to them. Let’s look at abuse from a financial aspect. Financial abuse can be a...
Don’t Get Swept Up In The Recession
Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market...
