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...
by Sean Dailey | Mar 30, 2021 | Additional Education
1) Work at Least the Full 35 Years. The Social Security Administration (SSA) calculates the amount of benefit based on your lifetime earnings. The SSA adjusts your income to take into account changes in average earnings over the years you have received income. 2)...
by Sean Dailey | Jun 16, 2020 | Additional Education
How To Choose An Annuity There are many annuity options to choose from, and how to choose an annuity that right for your financial goals can be difficult. When your researching how to choose an annuity there are many factors you must take into consideration. The...
by Sean Dailey | Jan 25, 2020 | Orange County Financial Advisors
For most investors who choose to work with a consultant, the advice is not just about investment. More than half of all investors described ongoing financial planning and coaching as the most valuable part of their advisory relationship. Trust is a real concern for...
by Sean Dailey | Sep 17, 2018 | Investment Planning
Tariffs and Investors Despite a strengthening economy and historically low unemployment rates, the stock market continues to be a volatile place. Escalating tensions related to trade have influenced investors, particularly when trade tariffs are concerned. Many...
