Stopping Identity Theft Especially During Tax Season

The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understanding your exposure and staying informed of the trends and methods that thieves use to steal from you is the first step in a strong defense...

How Medicare Plays Into Your Estate Planning

Medicare Open Enrollment starts October 15, 2020 and if you’re new to Medicare or if you need to review and make changes, it’s time to talk with your financial professional to ensure your future medical needs will be covered. Additionally, the CARES Act has provided...

Can Baby Boomers Count On Social Security During Retirement?

Social Security (SS) faces a financial challenge from the impending retirement of the largest generation in American history, the 76 million people born in the “baby boom” years (1946 through 1964). These boomers began to hit retirement age (62) in 2008. With so many...