Resources
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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28Mar 2017

Written by Thomas M. Geier, CPA, CFP®, PFS One of our requirements as Certified Financial Planners® in helping our clients attain and sustain a comfortable retirement is to assess the many risks that can prevent them from achieving their goals. That’s why we look at the effect of purchasing power risk. The level of price increase […]

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24Feb 2017

Thomas M. Geier, CPA, CFP®, PFS Each year, the Internal Revenue Service (IRS) issues a list of the “Dirty Dozen” tax scams to raise the awareness of the taxpaying public, and hopefully, help them avoid falling prey to any such scam. Last year’s number one, identity theft, has been replaced with phishing. What Is Phishing? […]

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23Jan 2017

Written by Thomas M. Geier, CPA, CFP®, PFS Back in April of last year, the musician, Prince, passed away. His untimely death resulted in great speculation as to what would happen to his estimated $250 million estate. This was especially true once his only full sibling, Tyka Nelson, filed documents in court stating that Prince […]

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