Recent Articles
Identity Theft and Taxes
Protect your personal information — especially your Social Security number — from identity thieves.
Identity theft is rampant in America. And tax-related identity crimes are among the fastest-growing offenses. Learn what the IRS is doing — and the steps you can take to stay protected.
How to Retire Your Debt Before Retiring
One of the ways to enjoy a financially comfortable and personally rewarding retirement is to enter retirement free of debt. While it may not be possible to eliminate all debt, significantly reducing your debt before retiring is within reach for many people.
Annuities: The Opiates of the Financial Industry?
By Todd Holden, Financial Advisor
Annuities are the most controversial and confusing investment vehicles available. As an advisor and investor, I receive several emails weekly about annuities. One firm touts them as a great retirement option while another writes that purchasing an annuity is a “top ten mistake” that a retiree can make. What’s the reality?