Perspectives: Fall 2019 Edition In case you missed it, click below to listen to the latest quarterly conference call! In WMG’s latest quarterly conference call, Craig was joined by Jeffrey Schulze, CFA, the Director and [...]
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about [...]
American educational reformer Horace Mann called education “the great equalizer.”1 In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer in [...]
The Social Security Disability Insurance program paid out $143.7 billion in benefits in 2018. And with new applicants each year, the system is expected to exhaust its reserves at the end of 2034 if changes aren’t made.1 [...]
On August 12th, Craig Bolanos was featured in Sarah Bauder’s “The Pros And Cons Of The SECURE Act Provision To Limit Inherited IRAs – 4 Experts Weigh In” article appearing in the Gold IRA Guide. In the [...]
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate [...]
Purchasing homeowner’s insurance is not only critical for protecting your home and personal property against any potential liability; if you have a mortgage, your lender will require it. What’s Covered A homeowner’s insurance policy is a package [...]
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of people [...]
There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” turned up 585 million results on Google and well over 55 million Yahoo.¹ The majority of stock market [...]
Many Americans have taken steps in recent years to protect their identity. However, one report found identity theft hit an all-time high in 2016, affecting an estimated 15.4 million consumers. If you haven’t taken measures to protect [...]
