Below are some highlights of the recently passed CARES (Coronavirus Aid, Relief, Economic Security) Act that we feel are most applicable to our clients. Please understand that definitions, details, and
In this edition of Technical Tuesdays, Kim Scott, CFP®, Director of Financial Planning, discusses the Secure Act which was passed into law at the end of 2019. The Secure Act
In the final edition of our Social Security series, Kim provides useful information for widows and widowers. Social Security for Widows Transcript Welcome to Technical Tuesday with Financial Services
Giving away hard-earned cash/stock/etc. to charity is one of the most rewarding investments you can make. As well, those who give to others are usually rewarded in the form of
In this edition of our Social Security series, Kim provides information on benefits for people who are divorced and shares some strategies. Social Security for Divorcees Transcript Hi.
Financial advisors come in all shapes and sizes. Some work with broker-dealers (such as Charles Schwab or Fidelity); others work with independent Registered Investment Advisors (such as FSA). When calculating