Author: donaldson
Social Security Fairness Act: Restoring Benefits for Public Servants
Smart Uses for Your Tax Refund
Financial Checklist When Losing a Loved One
Losing a loved one is a life-changing event. On top of the emotional challenges, there are also financial matters to address.
If you are an executor or responsible for settling the estate of a loved one, the checklist below will help guide you through
this process. This can feel overwhelming, but taking care of these matters promptly can help things run smoothly and prevent
further complications.
When Should You Start Claiming Social Security
One financial decision you will face as you approach Social Security age is when to begin your benefits. Your Social Security benefits are primarily determined by your earnings history, but they also depend on your birth year and the age at which you start claiming them. Let’s explore the pros and cons of claiming Social Security early versus delaying your benefits.
Could the Rising Dividend Cornerstone™ Strategy Benefit Your Family or Friends?
Our Rising Dividend Cornerstone™ strategy is designed for investors who prioritize stability, income, and long-term growth. It focuses on building a reliable, steady income stream without sacrificing the potential for capital appreciation. This strategy appeals to a wide variety of investors because it is built on the bedrock of owning strong, well-established companies that continue to pay generous and consistently rising dividends, even when stock prices are down.