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New Scam Alert: Know the Signs

What would you do if someone called to offer you a free healthcare product that sounded as if it might help you? In the event that you experience regular discomfort or pain, you might jump at the opportunity to try something that might bring relief - especially if this person promises to handle all Medicare [...]

By |2019-09-09T09:24:51-05:00September 9th, 2019|Financial tips|0 Comments

Financial Scams are More Common Than You Think

For Mark Roberts' Use: Financial scams sound like something that only happen to television characters, or the young and inexperienced. Most of us believe we couldn’t possibly become a victim of a con artist, because we’re generally well educated on financial issues. And besides, these things are super rare, right? Unfortunately, no, financial scams are not [...]

By |2019-06-24T09:19:43-05:00June 24th, 2019|Financial tips|0 Comments

5 Ways to Plan for the Unexpected

When you think of financial planning, you probably focus on your regular expenses, monthly budgeting, and hopefully your retirement plan. But what about when unexpected events, even catastrophes, strike? Many of us don’t have a plan in place for emergencies, or we find that our plans were woefully inadequate. No one can prepare for every [...]

By |2019-05-20T09:35:39-05:00May 20th, 2019|Financial tips|0 Comments

No 401(k)? You Can Still Plan for Retirement!

When we talk about saving for retirement, we’re often speaking to those who have access to an employer-sponsored 401(k) plan. But what if your company doesn’t offer this option? You wouldn’t be alone; about 38 million working Americans don’t have access to this type of retirement opportunity. But you still have options… First, talk to [...]

By |2019-03-04T08:09:42-06:00March 4th, 2019|Financial tips, Retirement|0 Comments

Watch Out for Scams This Tax Season

For Mark Roberts' Use: Are you ready for tax season? Unfortunately, criminals are certainly ready, and they’ve been planning their tax season scams for months now. As you prepare to file your return, be on guard against these five common types of tax fraud. Strange phone calls. If someone calls you, pretending to be from [...]

By |2019-02-18T09:27:27-06:00February 18th, 2019|Financial tips|0 Comments