Every year, more than 147 million Americans file federal tax returns, according to the Tax Policy Center. Many of those tax filers dread searching through their
Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have
Based on the latest statistics, identity thieves and cyber-fraudsters are stopping at nothing in their pursuit of your sensitive information and your money
Tax season is underway and that means an uptick in tax-related scams. One particularly pernicious form of fraud is identity theft. Tax-related identity theft
These days most people have sensitive financial information online. In fact, 72% of Americans mostly access their banking accounts online or through mobile apps
One of the most common questions clients ask us is “How much money do I need to retire?” The answer varies greatly depending on how you have been saving for
The goal for your savings plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are
During the months of January and February, we like to help clients identify proactive ways to start the year off right and save more.