3 Ways to Minimize Your Tax Bill in Retirement By: Stacey Nickens You've worked hard your whole life to build up your retirement nest egg. You save for healthcare expenses, housing renovation needs, and even a travel budget. However, as you are settling into a slower retirement lifestyle, you realize that you're paying a [...]
3 Ways to Take Advantage of the Federal Student Loan Pause By: Stacey Nickens At the beginning of August, the Department of Education announced that they will be extending the pause on federal student loan payments. The moratorium was set to end on September 30, 2021, and will now continue through January 31, 2022. [...]
Social Security Revamps Their Statement Design By: Stacey Nickens Have you recently logged into your Social Security account and noticed some changes in your statement format? Certain Social Security account users who have yet to claim their benefits started receiving redesigned Social Security statements in early May. The new statements are only two, rather [...]
Millions of individuals fall victim to identity theft every year. While the reality is scary and troubling, there are steps you can take to protect your personal information and your identity. Keep reading to learn about 10 steps that the Social Security Administration recommends in order to protect yourself from identity theft. Do not [...]
3 Takeaways About the Current State of the Economy By: Stacey Nickens As we finish out August, many of us are packing in pool days and beach vacations while the weather is still nice. You may also be trying to maximize your fun in case the Delta variant continues to spread and forces us [...]
4 Ways to Manage Market Volatility By: Stacey Nickens Every couple of days, I get an email from a client wondering if they should be worried about market volatility, rising inflation, or some other catastrophic financial event. Often times, investors in the midst of panic wonder if they should move their money entirely into [...]
3 Ways to Protect Yourself From Identity Theft By: Stacey Nickens When my children were younger, they had a tendency to ride their bikes and scooters while wearing flip flops. No matter how many times I reminded them to wear closed-toed shoes, they would come home with bruised and battered toes after ignoring my [...]
3 Investment Opportunities to Hedge Against Inflation By: Stacey Nickens Inflation has risen rapidly during the past year. The Fed is raising interest rates to help combat inflation. However, even if inflation levels out, investors could still take some measures to protect their long-term purchasing power. Investors could increase their exposure to Treasury Inflation-Protected [...]
3 Common Mistakes People Make When Claiming Social Security By: Margaret Nickens Social Security helps many Americans fund their retirement, but sorting through all of the different claiming strategies and rules can be challenging. Retirees may end up claiming their Social Security benefits too early or claiming in a manner that doesn't best meet [...]
Summer can be a delightful and exploratory time for children. I know I have fond memories of taking my children to swim lessons, art camps, and Vacation Bible School. However, keeping your child entertained during the summer can also prove expensive. With that in mind, it may be comforting to know that summer day [...]
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