Senior Finance and Investment News, Trends and Tips

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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

Is Your Home Improvement Project Worth the Cost?

As you enter your retirement years, you may find yourself wanting to renovate your home. If you’re happy with the location of your home, have paid off or hav...

Top Tax Tips for Seniors From a Professional CPA

Interview with Kristine Nelson, CPA, MPAcc Tax Day is around the corner, so if you haven’t filed yet—time is ticking. While the new Tax Law may be intimidat...

Tips for Choosing a Financial Advisor You Can Trust

Today, more than 40 percent of Americans use a financial advisor but many believe that their financial advisors act in the best interest of corporations, and...

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Common IRA Mistakes in Retirement Planning

Individual Retirement Accounts (IRAs) are a great investment tool for retirement as they offer tax advantages and catch-up contribution benefits. However, it...

Historical Financial Effects of Past Presidents

It’s Presidents’ Day! Originally a celebration of George Washington’s birthday, the holiday has now become a day to honor and celebrate our nation’s presiden...

What’s the Secret to Financial Success? 5 Tips to Grow Your Wealth

If you are looking to improve your financial life and money-management skills, read these top tips from personal finance expert J.D. Roth, writer and founder...

What Seniors Need to Know About the CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is our nation’s response to the current crisis. This bill has supplied $2.2 trillion for C...

What To Expect When Working with a Financial Advisor

What should you expect when you work with a financial advisor? Do advisors have set timelines or is every case different? Let’s look at what you can expect w...

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