Archive for Author: chris

What To Do With Your Inheritance

What To Do With Your Inheritance Doing your homework and seeking advice is highly recommended when an individual or family is faced with what to do with an inheritance. Understanding your options is crucial in a potential life changing event. Inheritance Depending on the stage of life you are in...

Read More

May 2016 Newsletter

What Impact Does Working Have on My Social Security Benefits? There is a lot of confusion about the impact of working on those who are taking their Social Security benefits. Here are a few things to know. · If you are drawing a benefit and you are younger than...

Read More

5 Common Investment Scams

Investment scams aren’t something new; unfortunately they have been around for hundreds of years. What is new is the way that scammers try to get to you with more complex offerings.  Be aware of these common scams: Private Event with ‘Free Lunch’- These are an invitation only event, where...

Read More

April 2016 Newsletter

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance. This might seem like an easy source of funds to tap for various reasons, but with exception of a dire emergency you should think twice about borrowing...

Read More

March 2016 Newsletter

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever. Even experienced investors and financial advisors find...

Read More