Educate, Encourage, Empower

Tax Scams & Schemes

December 4, 2018

The “dirty dozen” favored by criminals & cheats. 


Tax Considerations for Retirees

November 27, 2018


Are you aware of them?

The federal government offers somemajor tax breaksforolder Americans.Some of theseperks deservemore publicity than they receive.

Staying Out of Debt Once You Get Out of Debt

November 21, 2018


Is Generation X Preparing Adequately for Retirement?

November 13, 2018

Future financial needs may be underestimated.

If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of...

Retirement Plans For Every Stage

November 6, 2018

How can you create a solid retirement plan? How can you help ensure that your True Wealth is protected? Most people have at least one, if not multiple, 401(k)s, 403(b)s, IRAs, Roth IRAs, and...

Your Diversified Portfolio vs. the S&P 500

October 30, 2018

How global returns and proper diversification are affecting overall returns. 


Tolerate the Turbulence

October 23, 2018

Look beyond this moment and stay focused on your long-term objectives.


Investing Means Tolerating Some Risk

October 16, 2018

That truth must always be recognized.

When financial markets have a bad day, week, or month, discomfortingheadlines and data can swiftly communicate a message toretirees and retirement savers alike...

Filling Out The FAFSA

October 10, 2018

There is really no reason to wait.

When Is Social Security Income Taxable?

October 2, 2018

To find out, look closely at two factors.

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.