If you are divorced and approaching 62, you may qualify for social security benefits based on your ex-spouse's earning record.... more

Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it,... more

How can you protect your data and personal information from IRS scammers and criminals? Everyone is afraid of being audited... more

Do you usually get a tax refund? What do you typically do with your tax refund? Do you have it... more

Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save... more

The Federal Reserve Met on 3/20/24 to discuss monetary policy and whether or not to raise or lower interest rates.... more

As we get closer to the tax filing deadline (April 15th), I wanted to talk about contributing to a Roth... more

What is Indexed Universal Life Insurance? Is it something you should consider investing in? Are the rumors you’ve heard about... more

On December 23rd, 2022, congress passed the SECURE 2.0 Act. Among the many changes, one of them had to do... more

What are some overlooked benefits of investing for retirement in a brokerage account? Why would you want to invest in... more