In 2019, 14.4 million people were victims of identity theft. Identity theft can happen in many ways: in-person, online, over email, or on the phone. However it occurs, identity theft affects a large number of people...
2021: Looking Ahead With Hope
Let’s face it. 2020 was a year of uncertainty, not just in the markets but in our lives. Thankfully, things are looking brighter for the coming months. Right now, we see similar pent-up yearnings in...
What is a Mega Backdoor Roth IRA? Here’s How to Take Advantage of the Tax Savings
Having the financial resources necessary to enjoy retirement is key to this exciting stage of life. You’ve likely heard of a backdoor Roth IRA, but for some looking to maximize their withdrawals in retirement, a...
Scammers Are Getting Smarter – Here Are 5 Ways to Spot Them
Scammers. According to the Consumer Federation of America, they’ve recently gotten bolder in their extortion methods — everything from impersonating law enforcement on the phone to making threats for noncompliance. The pandemic has increased the incidence...
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
One year into the pandemic and Americans continue to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is...
What in the World are SPACs and NFTs, and What Do They Mean to Your Investment Strategy?
Is it just our imagination, or has there been an uptick lately in exciting new trading tactics for seizing riches from exotic new markets? Unfortunately, as Sylvia Porter observed in her 1,200-page, best-selling Sylvia Porter’s...
Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
2020 was a year of stress and uncertainty, but it was also a year that brought to light issues of social justice, climate change, and social responsibility. As consumers, we have grown more conscious of...
How to Invest After You Retire
Whether you’ve been a savvy investor your whole career, or you’ve decided now’s the time to buckle down on obtaining additional income, investing in retirement can be a challenging endeavor. As you strategize and weigh...
Avoid These Mistakes When Setting Up a Living Trust
Avoid These Mistakes When Setting Up a Living Trust It’s hard to think about the end of your life while you’re still in your prime. But the facts don’t lie. Statistically speaking, the younger you...
Both the Former Zappos CEO and the “Black Panther” Star Died Without a Will. Here’s Why That Makes Things Complicated.
Tony Hsieh, the former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months before, Hsieh retired from his position as CEO of Zappos with...