Over $50 billion in scam losses have been reported to the FBI during the past five years. Follow our guidance to help recover from fraud. Source: FBI Internet Crime Report 2024
If you're over 60 and your retirement plan is in solid shape, not every financial decision needs to maximize investment returns. Sometimes the best "returns" come from peace of mind and a bit more joy. This article highlights four moves worth considering: 1. Tackle big expenses while still working That new roof or car replacement? Do it now so you won't have to pull from your portfolio in early retirement. 2. Pay down your mortgage The math might not always favor it, but I've never met anyone who regretted entering retirement debt-free. 3. Build liquid reserves in a taxable account Less tax-efficient than retirement accounts? Yes. But the flexibility is worth its weight in gold. 4. Splurge a little now Take that big trip. Invest in experiences you've been putting off. You're still earning income and healthy enough to enjoy it—timing matters. Here's what is worth noting: If your numbers are good, it's okay to shift some focus from pure optimization to actually living the life you've been planning for.
Watch out for “sweetheart” scams. Romance scammers prey on your emotions. Be wary of quick professions of love, urgent requests for money and inconsistent stories. Safeguard your emotions and your finances. Check out this guide to learn more.
Social Media
See footer below for group’s social profiles >
fraudandscamrecoveryguide-16fc3b6858ae4b229d73fc50fd5078aa.pdf
Over $50 billion in scam losses have been reported to the FBI during the past five years. Follow our guidance to help recover from fraud. Source: FBI Internet Crime Report 2024
Read MoreOver 60? These 4 Financial Moves Might Offer Your Best ‘Return’ on Investment
If you're over 60 and your retirement plan is in solid shape, not every financial decision needs to maximize investment returns. Sometimes the best "returns" come from peace of mind and a bit more joy. This article highlights four moves worth considering: 1. Tackle big expenses while still working That new roof or car replacement? Do it now so you won't have to pull from your portfolio in early retirement. 2. Pay down your mortgage The math might not always favor it, but I've never met anyone who regretted entering retirement debt-free. 3. Build liquid reserves in a taxable account Less tax-efficient than retirement accounts? Yes. But the flexibility is worth its weight in gold. 4. Splurge a little now Take that big trip. Invest in experiences you've been putting off. You're still earning income and healthy enough to enjoy it—timing matters. Here's what is worth noting: If your numbers are good, it's okay to shift some focus from pure optimization to actually living the life you've been planning for.
Read Moreromancescams-c09df98cc84b4b1f99a689a9da1b4861.pdf
Watch out for “sweetheart” scams. Romance scammers prey on your emotions. Be wary of quick professions of love, urgent requests for money and inconsistent stories. Safeguard your emotions and your finances. Check out this guide to learn more.
Read More