Financial Planning

Nothing makes someone’s eyes glaze over faster than talking about “budgeting”. What about the “b-word” makes us squirm? We all understand the math involved, and surely the difficulty isn’t an inability to identify the components of spending. Perhaps, then, it's all about perspective. Budgeting can...
Topics: Financial Planning

As if coming to terms with our annual obligations to Uncle Sam isn’t stressful enough, tax time is also prime “phishing” season for scammers and identity thieves.  Phishing is an attempt to fool someone into revealing sensitive personal or corporate information by “masquerading as a…

Topics: Cybersecurity, Financial Planning

If you are eligible for Social Security benefits, you’ve spent at least 10 years working and paying a portion of your income into the system. As you approach age 62, you are able to receive the return on your “investment” by claiming your benefit. However,…

Topics: Financial Planning