Cicely Jones

Business owners should consider a succession plan sooner rather than later.

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax.

What role would taxes play in your investment decisions? Find out in this message.

Tax Efficiency in Retirement What role would taxes play in your investment decisions?