Clayton Shum

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   

Financial Fraudsters Preying on Boomers & Elders

 

 

If something sounds too good to be true, it probably is.

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk.

 

You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1

  

Back to Basics

 

 

Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

How Retirement Spending Changes With Time

 

Once away from work, your cost of living may rise before it falls.

 

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?

What must we know regarding the Republican Tax Plan?

 

“All things are ready, if our mind be so.

William Shakespeare, Henry V

 

Before You Claim Social Security

Provided by EH Shum Financial Solutions

A few things you may want to think about before filing for benefits.

 

The Importance of Financial Literacy

Provided by EH Shum Financial Solutions

Too few Americans understand personal finance fundamentals.

 

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.

 

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