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Should You Apply for Social Security Now or Later?

Provided by Clayton K. Shum

 

When should you apply for benefits? Consider a few factors first.

 

How Will You Spend Your Retirement Savings?

Provided by Clayton K. Shum

Keep an eye on where it goes, as some destinations may be better than others.

Should the Self-Employed Plan to Work Past 65?

Provided by Clayton K. Shum

 

Some solopreneurs think they will "work forever," but that perception may be flawed. 

 

Watch Out for These 2017 Tax Scams

Provided by Clayton K. Shum

 

Tax season is in full swing… and tax scams are everywhere.

 

How can you tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways.

  

Robo-Advisors vs. Human Advisors: If an investor chooses a non-human financial advisor, what price could they end up paying?

Provided by Clayton K. Shum

 

Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio.

The A, B, C, & D of Medicare Breaking down the basics & what each part covers

Provided by Clayton K. Shum

 

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from.

     

Could You Improve Your Personal Finances Today?

Could You Improve Your Personal Finances Today?

Simple decisions & new habits might lead you toward a better financial future.

Provided by Clayton Shum

In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the near term, the long-term, or both.

Do Our Attitudes About Money Help or Hurt Us?

Do Our Attitudes About Money Help or Hurt Us?

We may need to change them to better our financial prospects.

2017 Retirement Plan Contribution Limits

2017 Retirement Plan Contribution Limits

Minor inflation means small, but notable, changes for the new year.

Provided by Clayton Shum

Each October, the Internal Revenue Service announces changes to annual contribution limits for

5 Tips to Prevent Identity Theft

Dear Friends,

Many of my clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself.

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