Blog
Six Signs it is a Scam
Whether it’s an email from an overseas prince asking you to wire cash, or an unsolicited phone call from someone asking for identifiable information, scams…
Market Commentary – November 2017
In investment circles it is often said that “You make your money when you buy.” The basic notion is that the investor buys the stock…
There is No Such Thing as a “Best Investment”
An article published in the USA Today titled “Warren Buffett: This is the best investment most people can buy” was forwarded my way recently. I find…
Financial Literacy Education Provided by NEDCO
We wanted to spread the word about a great local organization that offers introductory financial literacy classes and counseling to our community. Neighborhood Economic Development…
Social Security Retirement Benefits: The Mini Series
INTRODUCTION In my most recent installment of this series, I wrote about a few hard to believe nuances of Social Security benefits. In this final…
Roth Accounts and Required Minimum Distributions
By Kath Suchan Siblings, you got to love them. First of all, I am the “baby of the family” and sometimes it is difficult for…
Social Security Retirement Benefits: The Mini-Series
INTRODUCTION In my last article, I provided an overview of the calculations behind taking benefits early or delaying benefits. In this installment, we were going…
Announcing the New AdvisorClient® Mobile App for your iPhone®!
TD Ameritrade Institutional is pleased to announce that you can now take the convenience of AdvisorClient.com with you, wherever you go, with the launch of…
Social Security Retirement Benefits: The Mini-Series
In my last article, I provided a bit of history regarding the inception of Social Security, some trivia regarding its early days, and a few…
Estate Planning Alert: Review of Wills for Newly Married Couples
By Nicholas Frost, Attorney, Hershner Hunter (reprinted with permission of the author) Many same-sex couples who are now getting married as a result of the…
