Archive for Author: chris

2018 fraud financial news las vegas

2018 Was a Great Year for Fraud?

2018 was a record year for fraud in the U.S. and twenty-one other countries, according to Experian’s 2019 Global Identity and Fraud Reporthttps://www.experian.com/decision-analytics/global-fraud-report.html released earlier this year (February 2019). As the digital world advances, so does fraud. Today, digitization of services from banking to online shopping has made us more vulnerable...

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tax investments financial advisor las vegas

Tax Planning and Your Investments

‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors. Financial advisors don’t provide tax advice, but provide information on the tax consequences of specific investments they...

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Family wealth management las vegas

Today’s Boomers: Ready for Retirement?

The ‘Boomer Generation,’ those born between 1946 and 1964, have a great outlook for a long life since they will outlive previous generations by almost 40%, compared to their great-grandparent’s generation.  However, this generation faces circumstances that many of them didn’t plan for: Not saving enough to offset the disappearance...

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Financial Literacy Las Vegas

Financial Literacy in America: We are Failing

“Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. Education on the management of personal finances is an essential part of the planning and paying for post-secondary education.”- Webster’s Dictionary. Financial Literacy includes having a basic understanding of how to...

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