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Identity Theft

Financial Fraud and How To Prevent It

If you think you’re immune to financial fraud, think again. Financial fraud is an ever-present threat to all ages. It comes in many forms from an attempt to access your money and financial accounts with your personal information, use of your stolen identity to defraud another individual or entity, and even financial exploitation by a caregiver or family member.

5 Ways to Keep Your Personal Data Safe

by Joe Globensky, RFC®

By Joe Globensky, RFC®Hopefully I don’t have to tell you how important it is to keep your personal data safe. Whether it’s your social security or bank account numbers, information from your driver’s license, or items that can be pulled from your social...

3 Ways to Prevent Identity Theft All Year

by Joe Globensky, RFC®

Identity theft is a serious problem as many Americans turn to a digital existence. With credit cards stored on smartphones and more transactions taking place online, credit card data theft has become big business.

What Does A Financial Planner Do and When Do I Need One?

When you’ve got financial questions, the internet probably has some answers. Your friends and family may also offer advice. But is any of that advice right for you and your situation?

When Does a Roth Conversion Make Sense?

There has been a lot of discussion lately about why you should convert your traditional retirement assets into a Roth IRA. And there are some very valid reasons, for some people. But it is not necessarily good advice for everyone. Let’s help YOU answer the question, “When Does a Roth Conversion Make Sense?”

How Inflation Affects Your Financial Plan and 3 Tips That May Help

It’s no secret that we are currently feeling the effects of inflation as we buy groceries and fill our gas tanks. But the recent announcement that inflation has increased 6.8% since last November got me thinking. That’s the largest 12-month increase in almost forty years. While someone 60 years of age or older may recall what that time was like, a younger person may have concerns about how inflation affects their financial plan. Here are some things to consider.

Medicare’s IRMAA Surcharges and How to Avoid Them

Did you look at the title, Medicare IRMAA Surcharges, and think, “I’m not 65, this doesn’t apply to me.” Oh, but it does. Let me explain.

Why I Became A Financial Advisor

Thanksgiving Day is almost here! This is the time of year that many people think back on events and give thanks for their blessings. Since it’s a great way to maintain your perspective about life’s ups and downs both personally and professionally, I’ve practiced this for years. Some of my blessings are personal, but there are professional blessings as well. And since I’m often asked why I became a financial advisor, I want to share how my profession makes my blessing list.