Financial Considerations for a Widow to Consider

Losing a spouse is never easy and a difficult topic for many to even imagine. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are some considerations that will help you keep your financial house in order. 1. Identify changes in your financial lifeYour financial… Read More »

Protect Yourself from These Financial Scams

Financial fraud is, unfortunately, a common practice in America that costs individuals and businesses billions of dollars each year. Research shows that people often underreport financial fraud, which is difficult to investigate and prosecute.1 As a result, staying aware of different scamming techniques is an important way to protect yourself and your family. Here are a couple of common financial scams that are specifically used to target seniors. 1. Funeral and Cemetery Fraud For many… Read More »

Stressed Out? Money is the Number One Stressor in Americans’ Lives

There’s no doubt Americans are living in a supercharged, super stressful world right now. Even if the stresses of the world are not necessarily weighing you down, you might have a friend or loved one who is struggling right now. This information and these tips for coping might benefit them. A survey by the American Psychological Association conducted between August 2016 and January 2017 shows that, for the first time in 10 years, Americans’ overall… Read More »

Identity Thieves Are Running The Same Scam This Tax Season – With A New Twist

Lauren Lyons Cole * The IRS warns taxpayers every year to beware of a long list of tax scams. * This year, identity thieves are up to the same tricks, but with a new twist. * Scammers file a fake tax return, deposit the fraudulent tax refund into your own bank account — and then call to collect. Tax scammers are a creative bunch. The IRS keeps track of the most common tax-related crimes, and… Read More »

Have You Reviewed Your Financial Portfolio Recently?

As we all know, market conditions can change rapidly which is why it is important to review the assets in your financial portfolio from time to time. Performing regular checkups to review your financial strategy, asset allocation and holdings can help you meet your future goals. The goal of a financial portfolio checkup is to make sure your investments align with your goals. You may be saving toward your goals and need to strategically put… Read More »