There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but also the year to come....
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security and Supplemental Security Income (SSI) beneficiaries. This year, Social...
October is Cybersecurity Awareness Month and a timely and important opportunity to revisit the everchanging cybersecurity landscape. Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you can also take action yourself...
Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, we often get the question: “Politics aside, which way is best for my bottom line?” It’s...
I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has been remarkable, and it has spotlighted the fast-paced decision-making in the US tech industry. At the same time, it...
Many were concerned about the computer outage that affected everything from travel to doctor’s offices to bank and investment accounts. It seemed like the world, specially the travel airlines, were at a standstill. It was a bit of a relief when cybersecurity firm CrowdStrike’s...
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