Blog

    Are You a Disciplined Investor?

    Originally posted: August 19, 2015

    No Day at the (Information Security) Breach

    Originally posted: October 15, 2015

     

     

    Watch out – Your Medicare Premiums May Soar!

    Originally posted: October 29, 2015

    All I Want for Christmas is My Identity Back

    Originally posted: December 10, 2015                                    

    How Identity Thieves Turn Your Trash Into Gold

    originally posted: April 15, 2016

    We despise it, we ignore it, and sometimes we even respond to it. But think twice before you throw it away. I’m talking about junk mail and it can become a map of your life that leads a thief right to your bank account. Those envelopes you flip into the trash as having no value hold lots of value to identity thieves and they are not too proud to dig through your trash to get what they want.

     

    We Have to Talk about Medical Advance Directives

    Originally posted: December 23, 2015

    Investing Into your Diet and Your Future

    Last week, we met with a prospective client that has a crystal-clear retirement plan.  She is currently working for the government, and in ten years she wants to retire and follow her true passion which is physical fitness.  She is in her late 50s but had the energy and physique of someone in their 40s.  While we talked at length about staying fit, she was meeting with us for another purpose; she wanted guidance on her retirement planning.  Through this conversation, we realized how interrelated retirement planning and investing is to dieting and staying fit.