An 8-year scam was brought down recently in New York state due to alert investors. The thief tricked day traders and financial advisers into liquidating securities, wiring cash from brokerages, and establishing new fraudulent accounts under the victim’s names.
Take a moment of reflection. What did last year look like? What would you like to see be different — How would you like to grow?
Visualize what you want the coming year to look like. You may even want to create a dream board. What is the pattern of words that are emerging?
Did Tax Reform Change Your Giving? Tax Reform in 2017 raised the standard deduction to $12,000 and $24,000 for singles and married filing joint.
Don’t Let ‘Cyber Scrooge’ Ruin Your Holidays Cyber Scams are on the increase during the holiday season. Adapt your on-line behavior to avoid getting
Can Capital Gains Push You into a Higher Tax Bracket? Making Money on your money sounds great until you have to pay taxes. The
How Would You Describe your Relationship with Money Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together
Should I Work in Retirement? You are 65. Eligible for Medicare. You have sufficient assets to retire comfortably. You might even have a pension. Should
Slow Down a Hacker: Use Two-factor Authentication Guide Two-factor authentication (sometimes called two-step verification) is an extra security measure you can place on
Medicare and HSAs Don’t Mix Health Savings Accounts (HSAs) are designed to have a triple tax benefit. Contributions are tax deductible. Assets in an
Can you benefit from a Health Savings Account? Health Savings Accounts (HSA) are designed for a triple tax benefit. 1. Contributions
