Scams to Watch Out For in 2020

Financial scams are an everyday threat.  With the advent of the Coronavirus, we now have even more scams to worry about.  Like the virus itself, ...

What Should You Do With Your Retirement Account When You Leave Or Lose Your Job?

Now more than ever, many Americans are faced with the decision of what to do with their 401(k) or 403(b).  Whether it is because of ...

The Power Behind Automatic Contributions

Did you know that, according to the U.S. Census Bureau, just 1/3 of working Americans are saving money in an employer-sponsored or tax-deferred retirement account? This fact ...

9 Ways You Could Sabotage Your Retirement

NOT HAVING A PLAN & NOT OBTAINING ADVICE FROM A PROFESSIONAL Making contributions is great, but to what end if you don’t have an actual ...

Are Your Adult Children Jeopardizing Your Retirement?

Written by Dan Mules, CPA Retirement is the finish line for many. Having run the rat race year after year, there is nothing sweeter than ...

The Who, What, When, and Where of Stimulus Checks

Stimulus checks are on the minds of many as many Americans struggle to weather the economic fallout from the Coronavirus pandemic.  Below are answers to ...

How the FICO Credit Scores are Changing and What You Can Do about It

Fair Isaac recently announced a big change in how it determines its FICO credit scores.  The new FICO 10 and FICO 10 T are making ...

Steps to Help Your Children Grandchildren’s Financial Future

Consider a ROTH IRA Most people don’t equate ROTH IRAs with kids, but they make ideal investment vehicles for them. They are best suited for ...

Pre Retirees & Retirees Pay Attention to These Dates in 2020.

There is a constant that all pre-retirees and retirees have in common: planning is crucial to financial success and being prepared pays dividends. JANUARY Begin ...