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Debunking Social Security – Part 2

Debunking Social Security – Part 2

Social Security is a program that will affect nearly everyone in this country. Recent statistics show that 96% of Americans will be covered in one way or another. In our experience, it is also one...

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Debunking Social Security – Part 1

Debunking Social Security – Part 1

Quite simply, Social Security is one of the biggest areas of confusion for our clients. When do they file for it? Will it go bankrupt? Can they count on it? Do they only get benefits if they worked?...

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Shedding Light on Roth Accounts

Shedding Light on Roth Accounts

 A Brief History of Roth Accounts: In 1997, Senator William Roth spearheaded the creation of Roth investment accounts because, as he said, “it is in the national interest both for the economy and...

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