Billions of dollars were lost to scams in 2024, and fraud remains on the rise. Here are some ways you can protect yourself.
Latest Insights Article
Tax Contributions Due by April 15 — Unless You File an Extension
April 15 is approaching and many taxpayers are scrambling. Did you know that most tax contributions are due by April 15, unless you file a tax extension? Here’s a look at some key contributions that can be extended, giving you extra time to maximize your benefits.
Riding Out the Current Market Decline
As many of you have likely noticed, the stock market has experienced a notable drop in recent days. It’s understandable to feel concerned when headlines focus on red numbers and volatile trading sessions. We want to take a moment to talk with you about what’s going on, how we’re thinking about it, and most importantly, how we’ve already prepared our clients’ portfolios for times just like this.
Make Life Easier for Your Heirs
Confronting one’s mortality is uncomfortable; but it’s a necessary process to ensure you make your heirs’ lives as easy as possible when you’re gone. Here’s how you can get your house in order.
The Art of Text Etiquette in Personal and Business Relationships
In an era where texting has become a primary mode of communication, understanding text etiquette is crucial for maintaining strong personal and professional relationships. How we craft and send messages can influence how we are perceived, impact relationships, and even determine professional opportunities. While texting offers convenience, it also requires careful consideration to ensure clarity, professionalism, and respect.
The Check Is In The Mail! That Could Be a Big Problem.
In the age of digital payments, check writing is declining, but check fraud is on the rise. This low-tech fraud could cost you everything.
Retirement Savings Win Out Over College Accounts
Parents often face an ongoing struggle – should I save for retirement or fund my children’s education? It’s important to prioritize your needs. Here’s why.
Beyond the Beach: 5 Overlooked Steps Retirees Should Take Now
Retirement can be a wonderful chapter, but ensuring your financial house is not just in order but thriving is crucial. Many retirees focus on investment management but often miss key areas that can significantly impact their long-term security and legacy. Here are five often-overlooked yet vital steps that you should consider taking.
IRS Releases Standard Mileage Rates for 2025
The IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2025. Here’s what you need to know.
Auto Insurance Rates Are Soaring, But You Can Limit the Damage
Nationally, auto insurance premiums have soared by about 50 percent over the past three years. Here are the biggest factors and what you can do about it.
Schwab Phishing Scam Alert
A new phishing scam involves attackers texting individuals from an international number about a disbursement from their Schwab account. This is an attempt to get people to provide their login credentials. Here’s how it works.
Charitable Gift Giving: Opportunities and Scams
The cries for charitable gifts are swinging into high gear. Most people do the majority of their giving in the final 6 weeks of the year. Cybercriminals know this, and are adept at crafting false solicitations designed to capture your donations.
Inflation, Deflation, and Disinflation
Inflation is decreasing. Are you wondering why you’re not feeling it? We are asked this question often. Let’s explore the concepts of inflation, deflation, and disinflation.