Blog

Friday, March 8, 2024

As of age 62 you may be eligible to claim Social Security benefits. When to begin taking Social Security benefits requires careful consideration and planning, and it is prudent to begin that process early. Below is a quick overview of...

Wednesday, September 6, 2023

If it feels like the financial markets are lurching from news event to news event in recent weeks, you’re right. They are. The markets were on pins and needles waiting for Fed Chair Powell to deliver his talk at the Jackson Hole...

Wednesday, August 29, 2018

Why You Want a Retirement Plan in Writing Setting a strategy down may help you define just what you need to do. Provided by Walter W. Roop, CLU®, RHU® Many people save and invest vaguely for the future. They know they need to...

Wednesday, July 18, 2018

Financial Elder Abuse: Perception vs. Reality Someday, you or your parents could be at risk. Provided by Walter W. Roop CLU®, RHU® |Financial Advisor* You may know victims of financial elder abuse. According to a new Wells...