Watch Out for Scams During Tax Season

Return prepare fraud can be very common during tax season[1] and scammers tend to target older adults. Digitization has made tax preparation easier but has also opened up a whole new world of criminal activity. While there’s not much we can do to stop these threats entirely, there are certainly ways that we can all [...]

2021-05-11T19:28:48+00:00May 11th, 2021|Fraud Protection, Taxes & Tax Planning|

Win the Retirement Lottery Without Winning the Lottery

There are so many stories about entertainers, athletes, and lottery winners who have all lost their fortunes and ended up bankrupt. Each one of these people lost millions of dollars, and in many cases, enough money to last an average family for generations. When these stories come to light, people often make comments about how [...]

2021-05-11T19:27:23+00:00May 11th, 2021|Lifestyle, Retirement Income|

Have You Solved Your Retirement Puzzle?

Have you ever been totally stumped by a puzzle or brainteaser? Maybe that’s why we’re impressed by people who can solve a Rubix Cube in seconds, or finish a thousand-piece jigsaw puzzle, or do the Sunday crossword puzzle in pen. But, if you talk to a lifelong puzzle master, they’ll tell you there’s no magic [...]

2021-05-11T19:26:13+00:00May 11th, 2021|Retirement Planning|
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