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Don’t Shred Those Tax Documents Yet

Don’t Shred Those Tax Documents Yet

Don't Shred Those Tax Documents Yet Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding onto any documents related to the income you’re reporting or any deduction or...
Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year....
Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.  LIFESTYLE READ TIME: 3 MIN For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s...
Ensuring a Safe and Fall-Free Retirement

Ensuring a Safe and Fall-Free Retirement

Fall Prevention: A Critical Aspect of Post-Retirement Health Management By Chris Merchant, CFP® Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...
Important Birthdays After 50

Important Birthdays After 50

Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. >> In...