Cyber Security
Cyber security is a topic that is becoming more and more important in all of our client relationships. Our growing dependence on technology as a society demands greater security while online and a shared responsibility which requires awareness from both the client and the advisor. The majority of cyber criminals are indiscriminate. They will attack […]
Long-Term Care Planning
Over the past few months more and more of our client conversations have addressed the topic of long-term care. That being the case, we thought it would be helpful to take the opportunity to provide you with some information to help define long-term care, some of the statistics associated with long-term care, and to address […]
2016 Tax Season: Deadlines, Contribution Limits, and Strategies
Welcome to tax season 2016. At this point, you should have received your tax statements and have probably either met with or are scheduled to meet with your tax preparer. Have you made your 2015 contribution to your IRA yet? Do you need to establish a new Traditional IRA, Roth IRA or SEP-IRA? Do you […]
Social Security Changes: What You Need to Know
There are some major changes coming through the social security pipeline, and a few that could impact you! If you are 62 years of age or older before January 1, 2016, there’s a good chance you will want to keep reading. Social security used to provide a major benefit for married couples and divorcees age […]