by Kay Dee Cole | Jun 29, 2017 | Protecting Your Assets & Credit
Each year, millions of Americans fall victim to identity fraud. But did you know that you or your loved ones can be victims of identity theft even after death? Why are the dead such easy and appealing targets to scammers? Well, unlike the living, the dead can’t notice...
by Kay Dee Cole | Nov 1, 2016 | Estate Planning, News, Protecting Your Assets & Credit, Retirement, Tips for Saving
Do you ever worry about outliving your money? Today’s longer lifespans have some investors wondering whether they will outlive their retirement savings. According to a 2013 Stanford Study on Longevity, there is now a 50% chance that a 65 year old man will live...
by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | Sep 1, 2016 | Organizing Your Finances, Protecting Your Assets & Credit, risk
Did you know that identity theft occurs every 22 seconds? Identity thieves use a variety of ways to steal information – ask anyone that has been a victim and they will tell you it takes time, money and LOTS of patience to resolve. Not only can thieves wreak havoc with...
by Kay Dee Cole | Apr 11, 2013 | Decision Making, Financial Planning, Investing, Organizing Your Finances, Protecting Your Assets & Credit, risk, Uncategorized
With a possible recession looming in 2023, many investors are looking for ways to optimize their investments outside of turbulent stocks. But outside of the market, what are your options? One of the more well-known alternatives are known as high-yield bonds....
