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How to spot and prevent financial abuse
How to spot and prevent financial abuse

How to spot and prevent financial abuse

November 09, 2023 / Ray Wills

Each year, millions of senior citizens are victimized by financial fraud or theft of money, property, or valuable personal information. Knowing how to spot and prevent it will help you protect yourself and your finances…

Choosing the right self-employed retirement plan
Choosing the right self-employed retirement plan

Choosing the right self-employed retirement plan

October 23, 2023 / Chris Moore

You are self-employed and enjoy a certain amount of freedom. But that doesn’t give you an excuse to skip out on saving for retirement. In fact, being on your own makes putting money away that much more crucial…

How you give is as important as what you give
How you give is as important as what you give

How you give is as important as what you give

September 25, 2023 / Matt Berger

When significant assets are involved, did you know that how you give is just as important as what you give? With the right financial approach to your giving objectives, there could be significant tax advantages for you and the charity…

How Secure is Social Security?
How Secure is Social Security?

How Secure is Social Security?

August 28, 2023 / Warren Hurt

Is Social Security actually secure? If not, what should be done to fix it and who bears the cost?…

How to safeguard access to your accounts
How to safeguard access to your accounts

How to safeguard access to your accounts

July 19, 2023 / Jordan Peffer

Most people don’t think twice about making a purchase using their debit card, cell phone, or tablet. To protect yourself and safeguard your access devices, consider the following tips…

How much do I need to save for retirement?
How much do I need to save for retirement?

How much do I need to save for retirement?

July 05, 2023 / F&M Trust

Your personal savings goals will depend on when you plan to retire, if your work provides a pension, whether you have health problems, and what you would like your lifestyle to look like in retirement…

Soft landings require skill; Is the Fed instrument-rated?
Soft landings require skill; Is the Fed instrument-rated?

Soft landings require skill; Is the Fed instrument-rated?

April 21, 2023 / Warren Hurt

There is a reason the soft-landing metaphor is used to describe ideal Fed inflation-fighting policy…

What is Inflation?
What is Inflation?

What is Inflation?

April 07, 2023 / Joel Huffer

If you watch the news, you certainly have heard the word “inflation.” But what is it, and how does it affect the average consumer…

With recession possible, should I review my portfolio?
With recession possible, should I review my portfolio?

With recession possible, should I review my portfolio?

April 03, 2023 / The Merrill Anderson Company

I’m worried that we might be looking at a recession in 2023. What do you think? Should I be doing something with my portfolio…

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