Money Notes

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Financial Abuse & the Elderly

Financial Abuse & the Elderly

Globally, cybercrime has grown (based on conservative estimates) to an over $1.5 trillion annual business. ¹To put that number...

9 Year-End Planning Considerations

9 Year-End Planning Considerations

It’s hard to believe that we’ll soon be turning the page on another calendar year! Amidst all the approaching holiday hustle and...

Financial Literacy

Financial Literacy

Critically Important yet Difficult to Attain According to the National Financial Educators Council, being financially literate...

Social Security & Retirement Income

Social Security & Retirement Income

Myths, realities, and how to better prepare Long gone are the days when most people could count on the income received from a...

Estate Planning for Blended Families

Estate Planning for Blended Families

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering...

The Growing Popularity of ETFs

The Growing Popularity of ETFs

In last month’s Money Notes, we talked in depth about the importance of diversifying your assets. This month, we are...