by Sean Dailey | Mar 31, 2021 | Additional Education
1. Falling for Scams. Millions of Americans are victims of elder fraud. They will receive constant phone calls from scammers who are trying to obtain financial and personal information. Sometimes they will claim they are from a financial institution. Other times they...
by Sean Dailey | Mar 31, 2021 | Additional Education
1.) What are your travel plans? This is the time in your life where you should be crossing off each place on your bucket list. Create a list of all the places you wish to see. 2.) Do you want to remain in the community where you live now or move somewhere else? For...
by Sean Dailey | Mar 31, 2021 | Additional Education
1. Investing too much money Annuities are a great source of lifetime income, but sometimes they can be rigid. Immediate annuities generally pay out a lot more than interest on CDs and other fixed investments-for example, a 65-year-old man who invests $100,000 in an...
by Sean Dailey | Mar 30, 2021 | Additional Education
One of the most exciting investment tips we’ve heard in recent years has to do with the 401(k) retirement savings. According to the National Millionaire Study, eight in 10 millionaires say their 401(k) is the best way to build an investment and to build wealth in...
by Sean Dailey | Mar 30, 2021 | Additional Education
It’s that time of the year when many taxpayers think about paying their taxes to get their tax refund. Last year, nearly 75% of taxpayers received tax refunds, and the average direct tax return was nearly $3,000 during the last tax season. Now you may be wondering if...
