The Federal Trade Commission (FTC) recently released their annual summary of consumer complaints and consumer protection statistics for 2016. For the first time in the 20 years that the FTC has been keeping records, imposter scams surpassed identity theft among reported consumer complaints. When you…
Cash Flow Trackers: How to Make Them Work for You How much did you spend at the grocery store last week? What about at restaurants last month? Or on clothes this year? You probably have only a very general idea of the answers to these…
Tips to Thwart Tax Thieves Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity….
You may not think twice about acknowledging your 70 ½ “birthday” but in fact, this is an important milestone as it marks the time when you must begin taking required minimum distributions (RMD). Your RMD is the mandatory minimum withdrawal you’re subject to distribute from…
Five Things to Know About Required Minimum Distributions Last time in this space, we shared details about Yeske Buie’s process for managing required minimum distributions (RMDs) in Client accounts. Today, we’d like to share a few notes about RMD distribution timing and strategies for those…
Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize or anyone in between….
Market Note: Dow 20,000 The Dow closed above 20,000 for the first time on Wednesday, repeating the feat the following day. There are headlines any time the Dow crosses a 1,000 mark and that’s especially true of this latest milestone. Here’s our take. TYPE TYT…
Considering a job offer, or comparing a number of offers, can be a daunting task. The trick is not to evaluate them in a vacuum or even solely one against another, but as it relates to everything going on in your life. Let’s assume there…
Market Review: The Year of Living Dangerously The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news. But some years carry bigger surprises than others and 2016 surely falls into that category. From economics…