Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your taxes—potentially reaping your refund or creating serious headaches with the Internal Revenue Service (IRS).
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income level or net worth.
Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals.
As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which may help inform financial decisions.
As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs.
Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and personal growth.