StreetSmarts: Navigating Social Security – 3 things to know

StreetSmarts: Navigating Social Security – 3 things to know

Hello, and welcome to today’s episode of Street Smarts. I’m Billy Cooper, Investment Management Planner, at Howe & Rusling. As many of our clients are either nearing retirement or are already in retirement, Social Security is a topic we get questions on all the...
StreetSmarts: Navigating Social Security – 3 things to know

StreetSmarts: Protecting loved ones from elder fraud and abuse

Hi! I’m Emily Lambert, Vice President of Operations & Compliance.  On today’s episode of StreetSmarts we’re going to talk about steps you can take to help protect your loved ones from financial elder fraud and abuse.  Financial abuse is defined as when misleading...
StreetSmarts: Navigating Social Security – 3 things to know

StreetSmarts: Should I pay off my mortgage?

As advisors, who have forged close relationships with our clients, we tend to get a lot of questions above and beyond our core area of investment advice.  We are thankful for these ‘off-topic’ questions as frankly these questions tell us our clients trust our advice....
StreetSmarts: Navigating Social Security – 3 things to know

StreetSmarts: Transfer on Death Beneficiaries

Hi, I’m Mary Lisa Sisson, Vice President, Director of Client Service, at Howe & Rusling. In this segment of StreetSmarts I’m going to discuss the concept of IRAs and Transfer on Death beneficiaries, and why you should have them. First, there are some terms to be...

StreetSmarts: Demystifying College Savings Vehicles

Perhaps you’re well aware at this point of how important it is to save for college for your children if you’re able to, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings...