Key Takeaways: Generational wealth planning is useful to families because it helps them prepare for the future by developing a thoughtful strategy about how wealth will be preserved and transferred across generations. Successful family wealth planning and transition...
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. Not so long ago, baby boomers viewed Social Security as a retirement program for old folks. High-earning boomers felt that...
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 veterans —...
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...
Key Takeaways: Seniors are commonly targeted by scammers looking to steal their benefits, savings, and investments. Common elder scams include Medicare, Social Security, investment, phishing, romance, and grandparent scams. Scammers often create an urgency or fear to...
Highlights of the SECURE Act 2.0 Click here to download a PDF of this report.
Rebekah J. Fero, CFP®, AIF®
Jeffrey J. Fero, II, CFP®
