Our network of Certified Public Accounts have informed us that there is a significant rise in fraudulent tax returns being filed. The IRS is combating refund fraud and identity theft. But what should you do to be proactive and protect yourself from being the next victim?
It’s funny how quickly we adapt to changing times, isn’t it? The Zoom Revolution is here and video conferencing has reconnected us. Kinda sort of…
We’re hearing a lot about Robo-Advisors these days. Are they right for you? Let’s find out;
The Securities and Exchange Commission (SEC) has introduced a new set of rules called Regulation Best Interest (Reg BI), designed to ensure that those who buy and sell securities on behalf of clients do so in their clients’ best interest. So what else does Regulation BI include?
The question of the day is all about making cents of online investment services – Which is best? In other words; should you or shouldn’t you? Naturally, as you might as well expect with this sort of question, there is no one size fits all answer here. Should you use Robo-Advisors or Human Advisers?
Clients have frequently asked us if they should keep their 401(k) plan, or initiate a 401(k) rollover to IRA. So, should you?
It was shocking to learn not long ago, that sending an email containing sensitive information equaled risk. What seems to be an innocent email and sent to a colleague or friend, is not at all secure. Well, why not?
When dealing with a financial adviser, there are certain things to look for with one issue taking absolute precedence!