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Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

 

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Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Understanding the SECURE Act 2.0

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A timeline covering a few of the major provisions of the SECURE Act 2.0.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.