Our Thinking

What is a 26(f) Program?

We have had multiple questions recently about 26(f) programs.  As we have never heard of these programs before, we thought it would be a good time to look into them.  Here is a link that describes a 26(f) investment: https://moneymorning.com/2017/01/09/how-do-i-enroll-in-26f-investments/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MoneyMorning+%28Money+Morning%29 … Continued

What is Stolen Identity Refund Fraud?

Stolen Identity Refund Fraud (“SIRF”) is the stealing of an individual’s identity with the express purpose of filing a fraudulent tax return in the individual’s name to receive a refund.  In 2013, the Internal Revenue Service (“IRS”) estimated that over … Continued

Barriers to a Comfortable Retirement

The fact that so many Americans are not adequately prepared for retirement has been widely documented.  According to a recent government report, about half of households age 55 and over have no retirement savings and many older households without retirement … Continued