Options For Individuals Seeking Tax Relief
Tax season is nearing which means people are readying their documents and preparing to file their returns by the deadline. However, there…
OPM Hails PSHB Program a Strong Success
On Friday, December 13, the U.S. Office of Personnel Management (OPM) completed the inaugural Open Season for the Postal Service Health…
The Worrying Rise Of “Frankenstein Fraud”
“Frankenstein Fraud” is a term used to describe a sophisticated type of identity fraud where criminals stitch together…
Is Information Bias Impacting Your Investing?
In the age of information, the abundance of data available to investors is both a blessing and a curse. While access to news, analysis, and…
Jimmy Carter: A Legacy of Leadership and Compassion
When reflecting on the pantheon of American presidents, few individuals stand out as uniquely as Jimmy Carter. The 39th President of the…
1 Million Taxpayers Are Eligible For The Recovery Rebate Credit (RRC)
Thanks to the Recovery Rebate Credit (RRC), one million taxpayers will receive up to $1400 by the end of January 2025. Also known as…
January is Financial Wellness Month
January, being Financial Wellness Month, is an ideal time for households to initiate or revisit conversations about money management.…
Don’t Include These In A Living Trust
A living trust is a legal document that allows you to designate a trustee to manage and distribute your assets according to your wishes…
Tips For Managing Debt In Retirement
A recent study shows nearly 50% of Americans expect to be paying off debt in retirement. There’s a difference between “Good Debt” and…
Optimizing Your Retirement Withdrawals
Developing a withdrawal strategy for your accounts is an important step in preparing for retirement. The order in which you access your…
