Happy Tax Day! Social Security….did you know?

As we have reached the deadline to file taxes today, one of the many taxes we pay are social security taxes. Do you know where social security taxes go? The money is kept in two trust funds – one for retirees (the Old Age and Survivors Insurance Trust Fund) and one...

Inflation: The Sneaky Thief

When putting together a strategy to pursue a comfortable retirement, you’ll want to consider many factors and risks. One of them is inflation. Why? Find out in this quick video .

Bonds and Bond Mutual Funds 101

Companies and government entities issue bonds to raise money for different reasons, including financing their operations. When you invest in bonds, you essentially loan money to the issuing organization and become a creditor. Over time, that money must be paid back to...

The Tax Benefits of 401k Participation

Your 401k plan (aka – employer-sponsored retirement savings plan) is one of the most convenient ways to help build a nest egg for your retirement. But did you know that your plan also offers tax benefits? In less than four minutes, this video will illustrate how...

IRS List of Tax Scams to Watch Out For

The IRS recently released its annual list of tax scams. The list reminds taxpayers to use caution and avoid becoming victims of fraudulent tax schemes.  Click this link for a 3 minute video overview of the tax scams. Still have questions?  Reach out, we’re here...