The New DNA Testing Scam

There is a new DNA testing scam targeting retirees. We’ll talk about how they are doing it and what you can do to protect yourself on this episode of What’s Happening Now. Listen Now: What’s Happening Now-The New DNA Testing Scam What’s On Your Mind? Do you have a question about what’s happening in the […]

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2019 Mid Year Update – Wow!

The days have flown by, and it is time for our 2019 Mid Year Update. It’s hard to believe the year  is half over.  In today’s podcast, We’ll talk about how things did in the investment world and share some interesting facts.  Podcast: 2019 Mid Year Update (7:39) What’s On Your Mind? Do you have […]

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A Recession Knocking On The Door

If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door.  How could that affect your accounts? And, what can we do?  That’s our topic for  this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]

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The New Social Security Scam

There is a new Social Security scam.  You get a call and are told your Social Security number is linked to fraudlent activity.  We have an actual voicemail and a few tips to help you protect yourself. Listen Now: The New Social Security Scam (4:20) What To Do If You Are Worried… You can contact […]

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What’s Happening Now: Death of the Stretch IRA

The US House and Senate are working on legislation which will change Required Minimum Distributions.  Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel.  Just click the button to the right, and be sure […]

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