WBIR: The Digital Age

Digital assets, or an individual’s online personal and financial records, need to be an essential part of your estate plan. Here are some planning pointers that most people have not considered.   WE ARE REALLY MOVING INTO THE DIGITAL AGE WITH OUR FINANCES. As technology continues to develop, our daily activities increasingly rely on digital

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WBIR: Stock Market Lingo

  When the stock market gyrates, especially those downturns in prices, millions of investors start watching the “ticker tape” – sometimes hour by hour. It is easy to get lost in the stock market lingo – here’s a quick glossary of terms.   LET’S START WITH TERMS LIKE “CORRECTION” AND “BEAR MARKET” – WHAT DO

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WBIR: Safety Tips for Your Money

The Justice Department recently announced the largest sweep of elder fraud cases in history. How can you, or a senior family member, avoid becoming a victim of fraud?   WHAT ARE THE MOST COMMON EXAMPLES OF ELDER FRAUD? Mass Mailings Telemarketing Investment-related   WHO ARE THE BAD GUYS? Global crime organizations A relative A fiduciary

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WBIR: Tax Return Errors

Tax season is in full bloom as we count down the days to the income tax filing deadline which is Tuesday, April 17. What are the most common filing errors? What if you’ve already made a mistake?   WHAT ARE THE MOST COMMON TAX RETURN ERRORS? • Incorrect Social Security numbers: You, spouse, children. •

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America Saves Week: Saving as a Family

Get your family involved with your saving plan by brainstorming ways to cut expenses in order to free up money to put toward your saving goals. Explore low- and no-cost activities you can do together as a family. Consider selling rarely used books, toys, clothes and other items in a garage sale or other marketplace.

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