Latest Posts

Are Alternative Investments Right For Your Portfolio?

by Jared White on Jan 18, 2019

Are Alternative Investments Right For Your Portfolio?

In recent years it would be difficult to read any financial newspaper or website without seeing headlines about “alternative investments”. This term is rarely defined by media accounts but seems to encompass hedge funds, private equity, infrastructure investments, as well as real estate.

For Financial Planning Success Consider the Impact of Behavioral Finance

by Jared White on Jan 16, 2019

The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and careful risk management are all important and commonly recognized as elements of a high quality plan. Going a step further and incorporating a well thought out estate plan can turn a good plan into a great plan.

Social Security History and Benefits

by Jared White on Jan 15, 2019

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a continuing income after retirement. The first Social Security card was created in November of 1936, with the numbers assigned by geographic region. To date, more than 450 million Social Security numbers have been issued since the program started.

Social Security History and Benefits

by Jared White on Jan 15, 2019

Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935; mainly due to the rise in poverty of the nation’s elderly population. The act was designed to provide retired workers ages 65 and older with a continuing income after retirement. The first Social Security card was created in November of 1936, with the numbers assigned by geographic region. To date, more than 450 million Social Security numbers have been issued since the program started.

What is Zombie Debt?

by Jared White on Jan 14, 2019

Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to collection agencies for pennies on the dollar. Most of the debt sold is years old and cannot legally be collected, though many consumers are unaware of the statute of limitations for legal collection of this debt. In many cases, zombie debt is legally unenforceable, meaning that unlike your current creditors, zombie debt collectors cannot sue you in order to collect the debt.