Spin on Spending

The Retirement “Zone” If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period during which you’ll be faced with a number of important choices, and the...

read more

What is Authorized Push Payment(APP) Fraud? Authorized Push Payment Fraud is a type of fraud that occurs when the victim is persuaded – usually through social engineering scams – into transferring money to fraudsters. Typically, the fraudsters will...

read more

For investors, election years should be much like any other year. However, there is sometimes a temptation to try to discern how the political winds may affect investment outcomes. The temptation becomes pronounced in presidential election years, and there is a risk...

read more

Do you ever wonder where your money goes each month? Does it seem challenging to get ahead? If so, establishing a budget can help keep track of how you spend your money and help you reach your financial goals. Examine your financial goals Before you establish a...

read more

Fraud continues to be a prominent issue impacting consumers, businesses and financial institutions. According to the Federal Trade Commission, consumers reported losing $10 billion to scams in 2023. That’s $1 billion more than 2022 and the highest ever reported in...

read more

Although most people recognize the importance of sound retirement planning, they don’t always embrace the work involved. With many investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, it can be...

read more

We want to help protect your time and money from fraud. Here are a few tips to help you know how to spot a suspicious request for info from a potential fraudster.  Know what we will never do:  Ask you to provide your personal info via a text message or an unsecure...

read more