Your one stop shop for advice and insight on retirement planning, investment strategies, and wealth management.

Cybercrime: What You Should Know & How to Protect Yourself
According to the Federal Trade Commission (FTC), identity theft is the fastest growing crime in America, affecting nearly 10 million people between 2010 and 2014. Further, the 2015 Identity Fraud Study released by Javelin Strategy & Research calculated that in 2014 there was a new identity fraud victim every two seconds.1
This crime occurs when a thief obtains confidential information — including passwords, personal ID numbers, Social Security numbers, or an account number used with a financial institution — and uses it to commit fraud. Identity thieves use a victim’s stolen information to open bank and brokerage accounts, run up bills for credit card purchases, obtain loans, and commit other forms of financial fraud.
Criminals obtain a victim’s personal information in a number of ways — both online and off. But as incidents of identity theft grows, so too does the arsenal of tools and sophistication level of techniques used to perpetrate the crimes.

Who’s on Your Dream Team?
As you go through life, it’s wise to create a network of experts you can call upon for advice and assistance in managing the complex financial areas of your life. We recommend including the following people on, what we affectionally refer to as, your “Dream Team.”

Cheat Sheet for Knowing Your Retirement Age
You don’t often hear about any benefits of getting older, but in the field of retirement planning, there are a few opportunities associated with certain age “milestones” that you won’t want to miss:

Happy Birthday to the 401(k)!
It was forty years ago last month (November 6th, 1978) that the section of U.S. tax law establishing the 401(k) plan was signed into law.

ESG Funds: What Are They and Why Are They So Popular in Today’s Market?
Let’s look at the growing demand of ESGs in today’s markets. As ESG funds separate from the negative screening associated with SRI funds, there is a growing demand for ESG funds to be incorporated into investor portfolios.
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