Thank you for attending our Identity Theft and Cybercrime Seminar. Please review, and if desired, download and share the attached summary. The attached article is being provided as an educational and informational convenience. Jeff Lanza is solely responsible for the...
So you are a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your employees. While that is certainly a good thing, don’t think that you have dispensed with all of your responsibilities that easily. Your...
Nearly every other week news breaks about another business that had its customer information compromised. The most significant of these breaches was Equifax…..a key credit -scoring organization that maintains critical information on nearly everyone. Our team as Ascend...
It’s not just about the hike up the mountain. The most dangerous time on Mt. Everest is the journey down, not the ascent to the summit. Similarly, for most people, the “decumulation” phase of retirement planning can be more dangerous to a successful retirement than...
Is market volatility good or bad? It may be both….depending on whether you are a seller or purchaser of stocks. When the volatility results in a market decline, it is more attractive to invest. Each dollar purchases more stock when prices are down. Therefore,...
On March 27, 2020, in response to the COVID-19 global pandemic, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (also known as HR 748). This is historic and sweeping legislation created to help keep workers paid and employed, allow...
