Portfolios/Insight

Portfolios/Insight2018-10-24T13:42:59-04:00
2Apr, 2019

How Long Should You Keep Tax Records

By |April 2nd, 2019|Financial Planning|

There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I keep tax records? Personally, my answer about keeping tax records is biased because I’m a safety man. I would wear a belt AND suspenders—just in case. [...]

28Mar, 2019

Your Bank Might Be Ripping You Off

By |March 28th, 2019|Financial Planning|

One quick glance at the interest rate your bank is paying on your hard-earned savings account balance and you'll turn green. Even though the Federal Reserve has been raising benchmark interest rates for the past three years, the big banks have not followed suit. They are the biggest beneficiaries of [...]

15Mar, 2019

Spousal vs Survivor Social Security Benefits

By |March 15th, 2019|Financial Planning|

With more than 200 ways to claim Social Security benefits, discovering what’s best for you can be a challenge. And for two benefits, in particular, there has been a lot of confusion—spousal benefits and survivor benefits. In fact, an internal audit of the Social Security Administration found that 82% of [...]

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