Savvy Scammers

Savvy Scammers

Scammers are getting more digitally savvy but there are ways to keep your identity and finances secure. The Social Security Administration sent out an email on March 9th, National Slam the Scam Day, listing the 4 P’s that will alert you to a potential scam in email,...
Selling a Business

Selling a Business

Banking on selling a business to fund retirement is a very bad idea and seems to be a popular one. The Financial Planning Association conducted a survey and discovered that 78% of American small business owners are expecting to fund 60%-100% of their...
Overpaying Taxes

Overpaying Taxes

Overpaying taxes is a common way for people to save money during the year and avoid having to write a check to Uncle Sam at tax time. According to Bloomberg, nearly half of Americans overpaid on taxes for the 2022 season and are expecting, or have received, a...
Insurance Strategies

Insurance Strategies

A sound insurance strategy can help boost retirement goals. This may come as a surprise to many readers who only consider insurance for homes, cars, and health yet there are many new policies and annuities that can provide income in retirement.   Cash-value...
Jobs and the economy

Jobs and the economy

How can a thriving job market result in higher inflation? One would think that more jobs would be a great thing for the United States. The average American worker has choices right now. But due to labor demands, employers are paying top dollar for new hires. Then, to...