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2020-07-11 us news

US News & World Report: Last Minute Tax Tips!

We were happy to collaborate last week with U.S. News & World Report and journalist Kimberly Lankford on last minute tax tips for 2020! Here’s a couple of our favorite tax moves you can still take advantage of right now: A perfect time for the non-working spouse to start on the path to financial freedom […]

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elder scam

Elderly Woman Was Financially Exploited, Says Police: How You Can Protect Your Loved Ones

Almost every day, there’s another news story about elder fraud. This week’s Sun-Sentinel reported on the appalling case of a local 87-year old woman who was allegedly swindled out of her home, bank and retirement accounts, then forced into an assisted loving facility. It took months for police to be called in and unravel the […]

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