Jim Worfolk
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the...
David Brower
, CFP® |
CFP®
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence...
Cathleen P. McCloy
, CFP® |
CFP®
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...
Jim Worfolk
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
Deciding between home buying and renting is one of the most significant financial choices you will make. This decision goes beyond simple finances; it shapes...
David Brower
, CFP® |
CFP®
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is...
Jacob Brower
In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to...
Cathleen P. McCloy
, CFP® |
CFP®
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax...
Jim Worfolk
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
An insurance deductible is the amount you, the insured, pay before any claim is paid by your insurance carrier. Depending upon the type of insurance,...
David Brower
, CFP® |
CFP®
The U.S. dollar is a cornerstone of the global economy, but its value fluctuates. When the exchange rate of the U.S. dollar weakens, it creates...
Jacob Brower
A significant piece of legislation, the One Big Beautiful Bill Act (OBBB), has been signed into law in the United States, bringing financial adjustments that...