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 […]

Jean Dorrell Talks About the Potential Advantages of Life Insurance

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In this video, CEP and owner of Senior Financial Security Jean Dorrell talks about why life insurance may be a smart investment for your portfolio, in addition to discussing being a full-service financial advisor and some other interesting investment advice. Being a full-service investment firm means that we can do anything. Stocks, bonds, mutual funds, […]

Inflation: What Can You Do About It?

  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 […]

New Secure Act Rules from The IRS: What They Are and How to Help Safeguard Your Estate from Taxes

The IRS surprised the tax planning world with new interpretations of the Secure Act, including changes that will devastate the IRAs, retirement plans, and even Roth IRAs of Retirees. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. The Setting Every Community Up for […]

Will the Election Rattle Your Retirement?

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. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Will the Election Rattle Your Retirement?

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. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]

Will the Election Rattle Your Retirement?

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. This will impact Retirees or Near-Retirees who have significant IRA/401k accounts, Roth IRAs and any other type of Retirement Account. This is MUST KNOW information for Retirees and Near-Retirees […]