What You Should Do When You Reach These Retirement Age Milestones

The age of 50 is a milestone for many reasons — not the least of which is the fact that 50 is a nice, round number that’s also the equivalent of half-a-century. Practically speaking, 50 is also an important age when it comes to your personal finances. Starting at 50, there are a number of […]

continue reading

‘Tis the Season for Tax Filing … and Tax Refund Fraud

In a recent article, we described how incidences of tax refund fraud usually spike at this time of year. Identity thieves steal personal information like Social Security numbers and use this to file forged tax returns. Then they collect fraudulent tax refunds in unsuspecting victims’ names. This year, a new and especially dangerous kind of […]

continue reading

The Bitcoin Craze: Should You Invest in Cryptocurrency?

Over the past year or so, digital currencies have become one of the hottest investing crazes since the dot-com boom of the late 1990s. The value of Bitcoin, one of the most recognized digital currencies, has skyrocketed since early 2017, leading many investors to wonder if they’re missing out on big returns if they aren’t […]

continue reading

Faith-based Healthcare Cost Sharing: An Alternative to Traditional Health Insurance

Healthcare is a hot-button issue in the United States and one that arouses passion in many people. Regardless of their beliefs about how healthcare should be provided and paid for, most people would probably agree that the healthcare markets have been roiled in recent years and costs have risen for many people. Some Americans are […]

continue reading

Qualified Charitable Distributions: How QCDs Could Boost Charitable Giving This Year

Much has been written about how the Tax Cuts and Jobs Act that was signed into law in December could result in fewer people giving money to charities. With the standard deduction having been increased substantially, fewer people could end up itemizing deductions. This, in turn, could reduce the tax incentive to make charitable contributions […]

continue reading

How can I get started?

contact us