Resources
27Jul 2017

Written by Thomas M. Geier, CPA, CFP®, PFS Why is the term ‘fiduciary” important? In effect, if someone is your fiduciary, they are always acting in your best interests. They are ethically bound to operate for you under good faith and trust. They put your financial interest above their own. A fiduciary must prudently take […]

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26Jun 2017

Written by Thomas M. Geier, CPA, CFP®, PFS The Medicare Act of 1965 was passed by Congress with the goal of helping elderly people on fixed income be able to afford health care. As people retired, they no longer had the benefit of employer-sponsored medical care. At that age, and with many health issues already […]

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30May 2017

Written by Thomas M. Geier, CPA, CFP®, PFS As today’s baby-boomers get closer and closer to retirement, one of their most common questions is, at what point should they apply for Social Security benefits? The answer is usually not the same for everyone. It may seem simple that once you reach your “full retirement age,” […]

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26Apr 2017

Written by Thomas M. Geier, CPA, CFP®, PFS The fantastic breakthroughs in medical care and health advances have made the prospect of longer, more enjoyable lives in our later years more exciting. However, it still remains a fact that the older we get, the more challenging day to day life becomes. Some of the routines […]

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