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5 Critical Questions Women Need to Ask Before Claiming Social Security Benefits. How my life's circumstances affect when I should claim my social security benefits.
3 Tips to Help You Mentally Prepare for Retirement. When you think about preparing for retirement, your investments and overall financial health are likely the biggest things on your mind. But you would be remiss to not start mentally preparing yourself for retirement as much as you’ve been prepping your financial accounts.
Medicare Identity Theft is on the Rise. How to Avoid Becoming a Victim.
Recent news of a potential impending recession has cast a spotlight on a key measure of the country's economic health—Gross Domestic Product or GDP. Economists use the GDP number to gauge whether the economy is growing or shrinking, which makes it a vital decision-making tool for investors, business leaders, and policymakers.
How Tax-Loss Harvesting Helps You Keep More of Your Money. What is tax-loss harvesting, when to use it, and who benefits.
"Help, I'm Spending Too Much in Retirement! What Should I Do?"
How Did the Student Debt Crisis Happen?
Gen X and younger generations fear that Social Security retirement benefits will be obsolete by the time they reach retirement age. This is, of course, unfair because they are paying into the program. Given the program’s outlook, this is a reasonable concern. Even though Social Security likely won’t comprise a huge portion of your retirement…
Jonathan M. Gardey, MBA, CFA®, CFP® President and Chief Executive Officer Why Setting Up Two-Factor Authentication is One of the Top Financial Moves for Business Owners As financial advisors, we dole out financial advice daily. But sometimes, that advice has nothing to do with stocks and portfolios. A sound financial plan includes several items that…
Melissa A. Seamon, CFP® Senior Financial Advisor Reducing Taxable Income with Qualified Charitable IRA Distributions (QCDs) A key issue facing many retirees is having to take required minimum distributions (RMDs) starting at age 72, regardless of whether they need the income. RMDs must be taken from most qualified defined contribution plans such as 401(k)’s,…
Gardey Financial Advisors is excited to announce the promotion of Janel Roach to Client Service Associate