News & Articles


Social Security: What Retirement Savers Need to Know

August 31, 2021 | Categories: Retirement Income

In the big picture of funding retirement, most Americans (55 percent of adults ages 50 and older, according to the Nationwide Retirement Institute) expect social security to be a significant source of their income. Yet, [...]

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The Data Doesn't Lie - Raise Your Phone Scam Awareness

August 26, 2021 | Categories: General Interests

It’s pretty easy to be scammed. My husband and I (both 50+ tech veterans) were targets of identity theft a few years ago. How did we know? We got a letter from the IRS saying they were reviewing our request for a tax [...]

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Estate Planning for LGBTQ+ Married Couples

August 12, 2021 | Categories: Estates & Trusts

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.

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