As you approach retirement it's important to explore your options, health-care concerns, and get the best advice to successfully transition into those golden years. Learn how to prepare for retirement and navigate your Social Security benefits. We're here to help.
Don't get caught up in the here and now. Short-term moves and market timing are not sound financial strategies for your serious long-term plan of pursuing financial independence. Good planning does, however, require intermediary decision-making. A few things to consider before year-end:
As always, we are available to help you with these year-end decisions and keep you focused on your long-term financial plans. Thank you for entrusting us with your financial life. Let’s all remember to be grateful and enjoy this holiday season. |
Using bogus surveys or social media posts, criminals are crafting scams to target a new audience as more COVID-19 vaccines are being administered. Be suspicious of any post-vaccine evaluations/surveys you receive and do not post a picture of your vaccine card on social media. There may be legitimate surveys and follow-up evaluations that could be conducted, but these details should be clearly provided to you during your final vaccination appointment.
This two-minute video shows the new trends in vaccine scams and why you should avoid posting pictures of your vaccination card on social media.
