On May 24th, 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse. Since financial advisors and bank employees are usually the first to witness clients making money withdraws that are not common, the law rewrites protocol and protection for...
Read More
At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it? Is this all there is to life?” while considering the path ahead of you. It can happen at any time- you’ve spent your life building something that has taken all your...
We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working? There have been countless financial plans created with this target in mind, but it may not be a reality to...
Just a reminder, this is IRA season and below are some key numbers to pay attention to. For 2014, here is the max contribution limits: Traditional IRA – $5,500 ($6,500 if you are 50 and older) Roth IRA – $5,500 ($6,500 if you are 50 and older) SEP IRA...