IRS Scams: How to Spot and Avoid Them

Scammers posing as the IRS have stolen billions of dollars from thousands of victims, often using fear and intimidation to get their way. Knowing their tricks is the first step to protecting yourself — and helping elderly loved ones stay safe, too. 

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Silvia Evans
How Do Surrender Charges Work?

Annuities can be used to provide steady income during your retirement years. But in most cases, you have to wait a certain period of time before you can begin taking withdrawals. If you start early, you may have to pay a fee known as a surrender charge.

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Silvia Evans
Protect Your Wealth for the Future

Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave a legacy. 

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Silvia Evans