Insights & Updates

Blog2021-07-13T15:17:59-05:00
2607, 2021

3 Ways to Protect Yourself From Identity Theft

By |July 26th, 2021|Categories: Blog|Tags: , , , , , , , , , |Comments Off on 3 Ways to Protect Yourself From Identity Theft

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 directions [...]

1907, 2021

3 Investment Opportunities to Hedge Against Inflation

By |July 19th, 2021|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on 3 Investment Opportunities to Hedge Against Inflation

3 Investment Opportunities to Hedge Against Inflation By: Stacey Nickens Inflation rapidly accelerated in June, with the consumer-price index increasing 5.4% from a year ago. This is the highest 12-month rate increase since August 2008, but don't panic just yet. A number of factors contributing to inflation are temporary. Supply shortages will likely subside, as [...]

1607, 2021

3 Common Mistakes People Make When Claiming Social Security

By |July 16th, 2021|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on 3 Common Mistakes People Make When Claiming Social Security

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 their [...]

1207, 2021

Tax Credits That Help Pay For Summer Camp

By |July 12th, 2021|Categories: Blog|Tags: , , , , , , , , , , |Comments Off on Tax Credits That Help Pay For Summer Camp

Tax Credits That Help Pay For Summer Camp By: Stacey Nickens 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 [...]

907, 2021

Preparing for Potential Tax Law Changes

By |July 9th, 2021|Categories: Blog|Tags: , , , |Comments Off on Preparing for Potential Tax Law Changes

Preparing for Potential Tax Law Changes By: Stacey Nickens The Biden Administration has proposed some changes to estate and tax law that could impact high-net-worth individuals. While these tax code proposals will likely be altered as they pass through Congress, wealthy individuals can still take steps this year to help mitigate tax impacts down the [...]

3006, 2021

6 Things Medicare Won’t Cover

By |June 30th, 2021|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |Comments Off on 6 Things Medicare Won’t Cover

6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and skilled [...]