BlogMeans Wealth Insights
Navigating the Markets and Maintaining Your Financial Plan in an Election Year
By: Jamie Stone, CFP®, ChFC®, Chief Planning Officer As we move forward in this important presidential election year, many of you may be wondering–or even worrying–about how political events could impact your investment portfolio and overall financial plan. It’s natural to be concerned, especially when significant elections often bring market … Continued
Perspectives 2024/2025
The Social Security Fairness Act: What It Means for Your Financial Plan
A new era for Social Security brings both opportunities and challenges – here’s how to stay prepared. Social Security retirement and survivor benefits form the foundation of financial security for millions of Americans. As of November 2024, over 60 million retirees, eligible dependents, and survivors received Social Security benefits. For … Continued
Protecting Your Wealth: Recent Cryptocurrency Scams and How to Stay Safe
Cryptocurrency continues to capture investors’ attention, offering exciting opportunities—but also significant risks. With digital assets still relatively new and regulations evolving, scammers are taking advantage of gaps in knowledge and security. In recent months, we’ve seen a rise in sophisticated cryptocurrency scams that have cost investors millions. If you’re considering … Continued
