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
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In this Technical Tuesdays video, Derek continues his discussion on moving averages and how FSA uses them. Moving Averages Part 2 Transcript Hi, my name is Derek. I’m an
In this edition of Technical Tuesdays, Derek Kravitz, FSA’s Investment Analyst, explains moving averages. Moving Averages Transcript Hi, everyone. My name is Derek. I’m an investment analyst here
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
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.
Continuing our discussion on Social Security, Kim dives into the basics for married couples. What options do you have? What is the appropriate time frame for taking benefits? What
Kim breaks down options for Social Security for singles in this week’s Technical Tuesdays video. She explains when singles can file for benefits, and how to decide when is
Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part
How does the FSA Safety Net® work? Ron Rough, FSA’s Director of Investment Management continues our discussion about the FSA Safety Net® and how FSA uses this tool to
How does FSA use the FSA Safety Net® to protect client portfolios from sustained downward trends? Ron Rough, FSA’s Director of Portfolio Management, explains our process in part one