Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their early retirement years, George encountered a health care issue that forced them to reassess their future. Key Concerns: Determining an appropriate health care and housing decision plan...
IRS Special Edition Tax Tip 2015-18 The IRS continues to warn consumers to guard against scam phone calls from thieves intent on stealing their money or their identity. Criminals pose as the IRS to trick victims out of their money or personal information. Here...
By Allison Bressi, Versant Capital Management Compliance & Administrative Manager Email-based wire fraud is becoming commonplace in the world today as thieves learn new methodology to steal client money. This is a tactic where fraudsters gain access to a client’s...
Potential Part B Premium Spike in 2016 By Norm Miller, Senior Wealth Counselor The Social Security system contains two provisions to aid beneficiaries from a cash flow perspective. If inflation is negative, the COLA (cost of living adjustment) cannot be negative,...
Tough Choices in the Golden Years By Norm Miller, Senior Wealth Counselor There are four kinds of people in the world: Those who have been caregivers; Those who currently are caregivers; Those who will be caregivers; And those who will need caregivers. -First Lady...
