Tuesday, April 9, 2019

For the charitably minded, donating to a good cause has in the past also reduced your tax bill. The new tax laws make it harder to deduct charitable donations. If you are over 70 there may be a good alternative ..


Thursday, October 4, 2018

Phishing Alert and Call Blockers Scott Nelson, CFA®,CFP® October 4,2018 We want to make sure that you are on the alert for fake fraud alert calls that are hard to detect from the real thing. This latest form of phishing, being...


Monday, July 2, 2018

Many Americans don't plan on Social Security benefits supporting their retirement. Fortunately for them, the program is not going away and may save them from living their last years in poverty.


Thursday, June 7, 2018

New laws on the state and federal level are requiring financial advisors to be more vigilent for situations of elderfraud. Senior clients need to do more planning for cognitive decline starting with providing trusted contact information.


Tuesday, April 10, 2018

Moody's, the debt monitoring agency, is concerned about the size of the U.S. debt. Perhaps we shouldn't be creating huge budget deficits when the economy is doing so well and instead be worrying about how all this debt could ruin things.


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Monday, April 2, 2018

The internet age has brought convenience and new ways for thieves to steal. Chances are, you are making it easy for them by using the same weak password on all your important accounts. A password manager would make things simple and safe.


Monday, April 2, 2018

As a citizen of the 21st century, it is likely that you have an online, digital identity. You may even have valuable digital assets. Have you accounted for these in your estate planning? Chances are, you need a digital estate plan too.


Wednesday, February 14, 2018

Volatility has returned to the markets after taking 2017 off. We are in the midst of a market correction. What causes these events?


Thursday, February 1, 2018

The modern media age has turned predictions and forecasts into daily news entertainment that we absorb without question. That is too bad because most of these predictions will be wrong.