Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.