Unfortunately, cyber security threats can increase during tax season,[1] and scammers tend to target older adults. Tax, Social Security, and retirement account scams can be financially devastating and very difficult to correct, so know how to avoid them. Awareness is crucial – don’t fall for these online scams. Tax Scams 

As we saw during the COVID-19 pandemic, what happens somewhere halfway around the world can have a major impact on us. Now, the global economy faces new threats as a result of Russia’s invasion of Ukraine, including spiking energy prices, inflation, and a volatile market. Know how you could be

Before you know it, Tax Day will be here, so it’s best to start getting ready now. Beyond your tax bill this year, don’t forget about your tax bill in the future, even in retirement. Taxes don’t stop when you stop receiving a paycheck, and they could be one of

2022 marks a milestone year for B.A. Schrock Financial Group as we celebrate our tenth year of being in business. A lot has changed in the past 10 years: We’ve had a few location changes, added more staff, and I’ve accumulated A LOT more gray hair! However, the core focus

Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it did 30 years ago. Older workers and retirees understand that they have less time to make up for losses in their investments and to ride out future market crashes than they did when they

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex problem, we can often end up procrastinating. But