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Think You Lost An Old Financial Account? Where You Might Be Able To Find It

In today's world, an individual's personal finances are ever changing and throughout each of our lifetimes we will have dozens of financial accounts. Think about how many times you may have changed banks, insurance companies, retirement plans, etc. Sometimes we create new accounts and forget about the old ones. Trying to track down old accounts doesn't have to be a nightmare because the internet makes it easier than ever to try and track down old accounts.

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To Delay, or Not To Delay. That is the Question

For most people, from the time they begin work they also start paying Social Security taxes. For many, the time to collect comes up faster than they think, and they are forced to answer the question, when do I collect? As financial advisors this is a question we help our clients with on a regular basis. We hope to give you some thoughts on the age-old question, to delay, or not to delay.

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Social Security Pension

The Social Security Administration is no longer sending out paper statements. Luckily, you can find your statement very easily online by visiting ssa.gov and signing up for “my Social Security”. We recommend that when you sign up, you do so in a secure environment as you will need to fill in personal information.

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