2014 Tax Season – Refund or ID Theft?

Archive for May, 2015

By Cindy Szymanski, CFP®, Financial Advisor For most of us the 2014 tax filing season is over. If you recently filed your return, but have not yet received your refund, you need to be vigilant on keeping track of your refund status, because tax Identity theft continues to be a real problem. For example, you […]

By Rick Bloom, J.D., CPA A couple weeks ago I was a speaker at the Observer & Eccentric Spring Expo in Livonia. My topic was retirement and making sure that your money lasts. During and after the talk, I was asked a number of questions I thought I would highlight here. One of the questions […]

By Jack K. Riashi, Jr. CFP®, Financial Advisor Would you trust your hard-earned savings on a robot investment advisor?  It seems that about $3 billion+ in assets under management with various robo investment advisory firms is proof that investors, to some degree, have enough trust in them, thus far.  In fact, large brokerage firms like […]

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