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If you are like many throughout the world, you or someone close to you has been medically affected by the COVID-19 pandemic. While this pandemic most likely has affected your finances, it can [...]

What to do with your cash at the present time? That is a question I get a lot from people, and I am sure you are wondering about that as well. To be honest, there are a few options, and to be [...]

As a Registered Social Security Analyst and a Registered Financial Consultant, I know that for many people approaching retirement Social Security is a major issue and concern. For those of you [...]

If you are a Gen X or Millennial, you are not immune from needing to think about your retirement savings and financial planning. In fact, for Gen X, it is a little late but later is better than [...]

If you have an overall positive net worth or have a high net worth, you need to consider obtaining a liability umbrella insurance policy. Why? Medical bills and damage to property can go into the [...]

Things are still very uncertain in the markets, with COVID-19 still being extremely disruptive in most of our society and the society at large throughout the world. I am hoping that you did not [...]

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

When to elect to begin your Social Security benefits can be challenging in the best of times. I highly recommend you seek the advice of a Registered Financial Consultant or a Registered Social [...]

It is never to start soon saving for your retirement. It is a great thing for someone young who has some earned income to save a portion of it in an Individual Retirement Account for their [...]

If you are like many, you may be worried you have not saved enough to retire in the fashion you had always dreamed of. But do not worry, it is never too late to take over and properly plan for [...]