Bridging the Gap

Helpful tips to help you successfully reach your New Year Financial Goals!

Unfortunately, there are bad guys out there just looking for a quick scam and many of them target people age 60 or over. We wanted to share some of the most common scams to help you avoid falling prey to them!

Let’s talk about the “October Effect!” It’s the perception that stocks tend to decline during October. Many of the largest market declines have happened in October, including the Great Crash of 1929, which signaled the start of the Great Depression.

You likely have questions when it comes to Social Security. From when to start collecting benefits, the impact of working on your benefits, tax issues, and ex-spouse and survivor benefits, here are 10 FAQs on Social Security.

By speaking with your adult children about your finances, you can help bring a greater sense of peace to both you and them.

You may have years of experience living with each other but in this upcoming chapter of retirement it’s important to consider a few factors that will help you maintain a healthy and beneficial relationship with your spouse or partner.