Recent News and Articles
Protect Your Data – Beware of Zombie Apps!
Tracey Baker, CFP® highlights ways to protect yourself from "zombie" apps that quietly store your personal information long after you’ve stopped using them. These forgotten apps, from old free trials to one-time shopping accounts, can be a goldmine for hackers, especially if you reuse passwords.
RMD’s: Not for You Till 72
Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.
The Securing a Strong Retirement Act of 2022
Brian Jones, CFP® explains the proposed legislation of the Securing a Strong Retirement Act of 2022.
Planning For Long Term Care with Dr. Christine Hunter
David Greene, CFP® hosts Dr. Christine Hunter, to discuss real life long term care planning experiences.
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