News & Articles
Social Security: What Retirement Savers Need to Know
In the big picture of funding retirement, most Americans (55 percent of adults ages 50 and older, according to the Nationwide Retirement Institute) expect social security to be a significant source of their income. Yet, [...]
The Data Doesn't Lie - Raise Your Phone Scam Awareness
It’s pretty easy to be scammed. My husband and I (both 50+ tech veterans) were targets of identity theft a few years ago. How did we know? We got a letter from the IRS saying they were reviewing our request for a tax [...]
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.
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