Category Archives: Investing and fiduciary requirements

Before You Claim Social Security

social security administration logo

A few things you may want to think about before filing for benefits.

Provided by Reeve Conover – Conover Consulting

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.

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Are Financial Advisory Fees Tax Deductible?

income tax return form

In some cases, they may be. Read on.

Provided by Reeve Conover – Conover Consulting

Do you itemize your tax deductions? Then you might have a chance to partly or fully deduct the cost of the advisory fees you pay for the investment, legal, and tax advice you receive.

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Cybercurrencies: A Risky Choice

bitcoin logo

Investors attracted by Bitcoin & other altcoins should recognize their downsides.

Provided by Reeve Conover – Conover Consulting

Bitcoin. Ethereum. Litecoin. Ripple. These are just four of the cyber-currencies attracting opportunistic investors today. Are they the next big thing? Or the next big bust?

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Getting (Mentally) Ready to Retire

Compass with needle pointing the word retirement concept image to illustrate retirement planning

Even those who have saved millions must prepare for a lifestyle adjustment.

Provided by Reeve Conover – Conover Consulting

A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries?

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Should Millennials Be Your Money Models?

business people sitting around laptop

Gen Y is doing some things right when it comes to saving & investing.

Provided by Reeve Conover – Conover Consulting

Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure fiction. Here are some good financial habits common to millennials – habits their parents and grandparents might do well to emulate.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambridge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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