According to a 2019 White Paper study on the impact of making sub-optimal decisions with regards to the timing of claiming Social Security retirement benefits, retirees will collectively lose $3.4 trillion in potential income during their retirement. This averages out to $111,000 of forgone retirement income per household simply by making an incorrect decision with […]
“Why Your Retirement Account Paperwork Needs To Be Done Right” Bob Carlson writes of two recent examples of the ramifications of not having current paperwork for retirement accounts in this article for Forbes. It is absolutely vital to make sure that these forms are not just filled out appropriately at account inception, but also updated […]
“Do You Have An Uncashed Tax Check? Here’s What To Do & How To Fix Other IRS Issues” According to the author, when the IRS workforce returned to their offices in mid-June after being closed for three months, they were greeted with an estimated 11 million pieces of unopened mail. This situation has obviously caused […]
“Most Estate Plans Fail, Don’t Let Yours Be One of Them” “About 70% of estate settlements are followed by asset losses or a reduction in family harmony” writes Bob Carlson for Forbes. It is a sobering thought to believe that a lifetime of hard work actually leads to a reduction in family accord more times […]
With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. These major threats require risk mitigation, risk management and/or risk transfer strategies as the crisis unfolds. Click here to read the full […]