Did you know that the tax code is updated every year? In 2022, there are several changes that taxpayers need to be aware of. For example, the deadline for filing taxes has been extended to October 15th due to the ongoing COVID-19 pandemic, and there are new deductions and credits…

Living with a disability is hard in countless ways. Often, those who are disabled face economic insecurity due to an inability to work and expensive medical bills. There are financial assistance options available, though. Use this guide to know your options.

Supplemental Nutrition Assistance Program (SNAP)

Most commonly known as SNAP, the Supplemental Nutrition Assistance…

Holidays look a little different this year, but that doesn’t mean you can’t stick to your budget. Every year the increase in only holiday shopping increases, but this year it’s expected to increase by unprecedented amounts. Due to COVID-19 and statewide restrictions, many are choosing to shop online this year…

No one likes thinking about end-of-life situations, but it’s essential to take care of some necessary items to make things easier on your family when you die. It will save a lot of heartache and time on your loved one’s part if you have everything in line.

Have a will in place and update it accordingly

Making a will…

If you’re a senior or nearing retirement age then your financial needs will differ from those who are in their 20s, 30s, or 40s. It’s important that you find the right advisor to suit your individual needs.

Can all financial advisors be senior financial advisors?

It’s true that most certified financial planners have experience with retirement planning regardless…

Senior Finance Advisor

Your retirement planning resource. We connect individuals, seniors, retirees and families to local investment and financial advisors. Call today: (888) 346–0211

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