Some helpful tips from FINRA on keeping peace of mind during market downturns: –focus on your overall financial picture –sound planning –understand the impact of higher interest rates Read more HERE.
High-Yield CD Offer? Be Careful
An investor alert from FINRA: “Some CD promotional rates may be legitimate and designed to bring in new customers. But others are marketing ploys where the CD is used as the bait to try to sell you a different, high-commission…
ABA Commission on Law and Aging
The American Bar Association Commission on Law and Aging has a helpful resource page with information and links applicable to people working with the elderly both personally and professionally. The following are some of the links they provide for consumers:…
“Thinking Money” – Behavior Biases and Solutions to Get Us on the Path to Financial Security
The good people at FINRA have done it again! “Thinking Money” is the FINRA Foundation’s five-time award-winning documentary on behavior biases and solutions to get us on the path to financial security — advice that is always timely regardless of…
Medicare and Advance Care Planning
The National Council on Aging has provided a helpful factsheet on Medicare and advance care planning. Some of the questions covered include: — What is advance care planning? — Is advance care planning the same as an advance directive? —…
Tools of the Fraud Trade: Phones and Emotions
From FINRA: “The IRS impersonation scam is back, and it’s a prime example of fraudsters using a very personal resource - your phone – as a weapon, to try and take your money. It rings, and the person on the…
Food Programs in Maryland
Learn more about what supplemental food programs offered in Maryland to those in need from this helpful page provided by The People’s Law Library.
An Important Alert About Ordering Death Certificates
When a loved one dies, there are so many tasks to handle during an already trying time. One that is very important, and has proved to cause problems for our clients, is to make sure that you obtain more than…
Your Five Minute Guide to Stock Market Volatility: What You Don’t Know CAN Hurt You
Our friends at FINRA do a great job of breaking down complicated information – like stock market volatility – so that non-experts can understand it. “The recent decline in the Chinese stock market was quickly felt the world over, sending…
Financial Powers of Attorney: The Basics
For answers to many commonly asked questions regarding Financial Powers of Attorney click here.