Here is one of five things you need to know: Your RMD's Will Start Age 72, Not 70 1/2 Staring Jan. 1, 2020, the new bill pushes the age at which you need to start withdrawing money from your traditional retirement accounts to age 72...Read More
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If you’re traveling overseas this year, don’t overlook senior discounts—our British cousins call them concessions or pensioner’s rates. If you don’t see discounts posted, just ask. Rail tickets and...Read More
Scams increase near year-end when people are caught up in the generosity of the holidays, online shopping intensifies and they begin preparations for the next tax season. Here are some ways to protect yourself from identity theft: BEST...Read More
Food Truck Friday! - Coming September 27 11:00am - 1:00pm to the Lowes south parking lot - 5758 Sunnybrook Drive - next to EFS Group Wealth Management. Join us for lunch! Register for door prizes. At 12:00 special guest Sarge, a 12...Read More
American humorist Mark Twain once quipped, “I have been through some terrible things in my life, some of which actually happened.” The same can be said of investors. Investors often waste precious time and valuable energy...Read More
A retirement income plan should include guaranteed income, growth potential, and flexibility. Plan for a long retirement, inflation, market volatility, and withdraw the right amount from savings to help reduce the chances of running...Read More
Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your...Read More