Apr 25, 2024
Today I'm sharing a story about a couple who lost $2 million to an investment scam.
I'm also sharing (new!) resources to help protect your personal data in 2024.
Financial scams are getting more sophisticated and losses are skyrocketing.
In fact, last year, Americans lost $10 billion to financial scams.
That’s $1...
Apr 3, 2024
There is no shortage of questions when it comes to navigating and planning for retirement.
➤ How much do I need to save?
➤ How do I optimize my tax bill and avoid overpaying the IRS?
➤ When do I take Social Security?
➤ What should I invest in? (And what should I avoid?!)
The list goes on.
And while you’ve...