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How to Pay for Long-Term Care: 8 Strategies
Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will...
Fall 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesAs we head into the fourth quarter, it's time for your Fall Key Planning & Investment Deadlines...
Series I Bonds
Retirement PlanningThrough October 2022, you can buy Series I bonds that pay 9.62 percent interest. And you receive...
Summer 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines guide. Every...
The Smart Tax Planning Newsletter May 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings...
Cybersecurity Monthly Newsletter April 2022
Asset Protection In this issue: Medicare Scams: What You Need to Know Cybersecurity Shorts Software Updates Welcome to...
The Smart Tax Planning Newsletter April 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the...
9 Reasons Why This is Not 2008 All Over Again & Why a Big Correction in Home Values is Not Likely to Occur Soon
SECURITIESWith evidence of inflation all around us mortgage rates are, predictably, up. Does this mean home prices...
Why Open a 𝙢𝙮 Social Security Account?
Retirement PlanningYou might assume it's safer to keep your personal details—especially your Social Security...
Shifting into High Gear – Profit Margins in Focus
SECURITIESPeter Lynch once said “I always thought if you looked at ten companies, you'd find one that's interesting,...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family,...
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Birthday Milestones Present Special Tax and Investment Questions to Consider
Key BirthdaysLet’s make sure that all of us retire as well as we possibly can and make those “golden years” that much...
8 Reasons Not To Do a Roth Conversion
Tax PlanningThe Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road....
Dogecoin – Meme Currency
Dogecoin is having a moment, fueled by a loud online following that includes celebrities and influencers like Elon...
Key Changes to the Tax Cuts & Jobs Act
Tax PlanningWhile the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review...
Key Planning & Investment Deadlines Spring 2021
Financial GuidesFor this reason, I want to share our reference card entitled, "Key Changes from the Tax Cuts and Jobs...
Investment Advisor vs Broker
Before you seek investment advice it's good to know who it is you are getting advice from! Here's the difference...
2020 Portfolio Review and Market Update
Retirement Planning As an Independent Fiduciary Advisory, we at Lifetime are very proud to work with Synergy Financial...
New Advisor Authority Study Reveals COVID’s Impact on Women Investors
Retirement PlanningAmanda Chase, Horsemouth Assistant EditorWomen are concerned about the impact of the COVID-19...
Social Security Changes Could Come As Soon As This Year
Retirement Planning Amanda Chase, Horsemouth Assistant EditorNewly elected President Joe Biden has a tall list of...