Blog
3 Ways to Raise Your Social Security Benefit
Wondering how to maximize your Social Security income? It’s not as difficult as you may believe. Here are three options almost anyone can do.
Memorial Day 2023
Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union...
The Stock Market vs. Stocks in the Market
The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful...
4 Common Elder Scams: How to Stay Safe and Fight Back
Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Over two million elderly people are known to fall victim to elder fraud...
The New Retirement Rules
Highlights of the SECURE Act 2.0 Click here to download a PDF of this report.
Avoiding Identity Theft
Tips for you and your clients to protect against identity theft. Identity theft is a serious crime, one that affects millions of Americans each year according to statistics published by the Federal Trade Commission (FTC). Identity theft occurs when someone steals your...
When Headlines Worry You, Bank on Investment Principles
While every investor’s plan is a bit different, ignoring headlines and focusing on the following time-tested principles may help you avoid making shortsighted missteps.
IMPORTANT MILESTONES | 2023
This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, or their affiliates. This information has been derived from sources believed to be accurate…
Gift Card Scams
Did you know that cybercriminals commit financial fraud by tricking people into buying gift cards and sending them gift card information? This popular scam is a preference for cybercriminals because gift cards are an easy substitute for cash…
How long do recessions and bear markets last?
Recessions have been relatively small blips in economic history.
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