Newsletters

July 2025 Newsletter

In early 2021, Marjorie Bloom, a 77-year-old retired federal attorney, fell victim to a complex tech support scam that cost her $661,000. In summary, the scammer pretended to be a “fraud investigator” from PNC Bank, where Ms. Bloom had been a long-standing customer....

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June 2025 Newsletter

Born in 1930, Warren Buffett’s foray into the stock market began at the age of 11 when he purchased three shares of Cities Service for $38 each, according to CNBC. The stock briefly dipped, then rebounded to $40. He sold and booked a small profit. After the sale,...

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May 2025 Newsletter

Many find fulfillment in their work and plan to continue their careers well into their 70s and even beyond. After spending decades in the workforce, others eagerly anticipate retirement, dreaming of the day they can leave the office and the working world behind....

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April 2025 Newsletter

On January 31, 1940, Ida May Fuller of Ludlow, Vermont, was the first person to receive a Social Security check. That historic payment amounted to $22.54. Before retiring in November 1939, she served as a legal secretary and contributed to Social Security for about 2½...

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March 2025 Newsletter

An IRA, or Individual Retirement Account, is intended to assist you in saving for retirement. As the name implies, the account is for an individual. It cannot be held jointly with your spouse or another person. An IRA offers significant advantages, including: Tax...

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February 2025 Newsletter

What is financial fitness? Briefly, financial fitness describes your overall financial well-being, akin to how physical fitness pertains to your physical health. The American Medical Association says, “Regular physical exercise is one of the single most important...

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