by Tracie Handberg | Sep 21, 2023 | 30s, 40s, 50s, 60s, 70s, 80s, Technology
What should you do if you get a phone call from someone who knows your name, and maybe some other identifying information, and informs you that there appears to be some fraudulent transactions or issues with your bank or credit card or tax return? “Your account may...
by Thad Gilliam | Sep 7, 2023 | 20s, 30s, 40s, 50s, 60s, 70s
Morningstar publishes an annual “Mind the Gap” study to show the difference between the returns delivered by all funds and ETFs versus the returns actually realized to investors’ accounts. So, for the 10 years ending Dec. 31, 2022, all funds put...
by Melinda Tyrrell | Aug 10, 2023 | 30s, 40s, 50s, 60s, 70s, Estate, Inspirational, Life Goals, Saving, Young Families
The idea of a legacy is intriguing. Many of us feel a call to help provide for future generations or to leave our mark in the world in some lasting way. We strive to be good stewards of our blessings now so that we may not be a burden to others in the future and to...
by Thad Gilliam | Jun 26, 2023 | 60s, 70s, 80s, Retirement
The Answer: Connections. A Harvard study followed some 724 people over their lifetimes to answer the question: What makes us happy? As the study’s participants entered their retirement years, more and more of them communicated the difficulty of forming new and...
by Thad Gilliam | Apr 20, 2023 | 30s, 40s, 50s, 60s, 70s, 80s, Investments, Retirement
I’ve been getting a lot questions from clients on if they should keep their funds in their portfolio or just take it out and put the funds into a bank CD (now paying 4-5%). To me, the question is all about time horizon. Stocks have a much higher expected return...
by Tracie Handberg | Feb 23, 2023 | 60s, 70s, 80s, Taxes
If you have friends or family that are over 50 and low-to-moderate income, pass on a tip to them: AARP Foundation Tax-Aide has nationwide, trained and IRS-certified volunteers who will prepare their 2022 tax return FREE of charge! I have been one of those volunteers...
