In a world where the majority of our financial, professional, and personal transactions are conducted online, taking steps to secure your digital life is no longer optional. Cybercrime continues to increase each year. Consider these statistics: At least 330 million people were victims of some … [Read more...]
Search Results for: social security
I Bonds for Individuals
I Bonds have been getting a lot of attention lately. They are currently paying 9.62% due to the inflation component of the interest calculation. The other part of the interest calculation is fixed. While these bonds cannot lose value, it is possible that the interest rate (due to negative inflation) … [Read more...]
Q4 Financial Planning Newsletter
This quarter's financial planning newsletter is now available. This edition is chock-full of actionable ideas including: Year-end tax legislation planning considerations Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum … [Read more...]
Interview with Samuel Pond
1. Why did you become a financial planner? I took a multi-year break from college to pursue a service opportunity with my church in Nicaragua. When I returned to school, I was really ready to think seriously about how I wanted to spend my life. I didn’t know exactly what I wanted to do, but I … [Read more...]
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