Can You Trust Your Trust?

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Today we will be diving into the understandability myth. The promoters of living trusts claim these documents are easy to understand. My thirty years of experience in reading these, in helping people to understand them, in trying to weed through the legal swamp if you will, has been the opposite. These are not easy to […]

Cookie Cutter Investing

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We’re a team of fiduciaries here at Senior Financial Security, and what that means is that by law, we are required to put your needs ahead of our own. What we’re going to talk about today is whether it is time to 86 the 60/40, or essentially, should we move on from the 60/40 portfolio? […]

Retiring in Biden’s America

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

What Is Revenue Sharing?

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What is revenue sharing? It is an organized kickback. When a financial advisor participates in revenue sharing they’re not recommending the best investment for you, they’re recommending ones that paid them a kickback to push their mutual funds. If you go to any company’s website, by law they must tell you in their disclosures if […]

Retiring in Biden’s America

It is tough to imagine a retirement in which you don’t have to worry about the stock market, the eve global uncertainty and President Biden’s plans for our country. If you are like many Americans, you are very concerned about these critical issues and the impact they could potentially have on you and your retirement. […]

What does the current Presidency mean for your portfolio?

If you haven’t already heard, the laws for Inherited IRAs and retirement plans are changing in a way that will devastate the IRAs, retirement plans, and even Roth IRAs of retirees. More specifically, the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, includes significant provisions and changes related to […]

What You Can Do About Inflation

People typically don’t do the math to see where they are on a real return basis. By the time they realize they aren’t keeping up with inflation, folks can potentially get further and further behind. If the price of stock goes up and inflation goes up by the same amount, then you are not really […]

Lee Shielka Talks About Why Inflation Is Harmful

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In this video, Senior Financial Security advisor Lee Shielka talks about why inflation is harmful, in addition to discussing some options for protecting your portfolio from inflation and some other interesting investment advice. Who remembers the time period when there was super high inflation and super high interest rates between 1965 and 1985? For some […]

Cryptocurrency Taxation for Domestic, International & Expatriate Taxpayers

Cryptocurrencies are a hot and sometimes intimidating topic. With so much in the news, it is hard to stay up to speed on the newest trends and filing requirements. Jean Dorrell and her team of licensed fiduciaries will provide you with easy-to-understand information relating to the history, tax treatment, and current legislation applicable to cryptocurrencies. […]

Ways and Means Committee Advances Tax Bill Legislation to Budget Committee: Proposed Tax Increases Get One Step Closer!

On Monday, September 13th, House Democrats on the Ways and Means Committee released details of their eagerly awaited tax increase proposal. On September 15th, the Ways and Means Committee advanced the legislation in a near party-line vote of 24-19, so it now heads to the House Budget Committee. These proposals which would raise trillions of […]