Resources
25Sep 2017

Written by Thomas M. Geier, CPA, CFP®, PFS According to the Federal Trade Commission, the sensitive personal information of 143 million Americans has been exposed in a data breach at Equifax, one of three credit reporting agencies. Names, addresses, social security numbers, driver’s license numbers, and credit card numbers have all been compromised. Identity theft […]

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24Aug 2017

Written by Thomas M. Geier, CPA, CFP®, PFS Most people look towards retirement with excitement and anticipation. It’s a significant lifestyle event that usually portends new found freedom. In retirement, you now have the freedom of time to pursue those activities that you could not while working, such as travel, hobbies, or volunteer projects. You […]

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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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