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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

Consumer Finance Articles


Consumer Tools

 

Where Tax Dollars Go

“Have you ever wondered how much of your own tax dollars actually go to support foreign aid?”  Do you realize your tax dollars pays Military personnel salaries and benefits, Defense-related FBI activities and unemployment insurance? President Obama promised that for the first ti...

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TAGS: Taxes, Financial Resources, Wealth Protection

Resources - Managing and Protecting Wealth

Here are gateways to websites that provide robust resources to help you to protect our wealth and to hel manage your wealth buiding efforts. MF Expense Analyzer Mortgage Foreclosure HOPE for Homeowners Making Home Affordable Modification Program USA Foreclosure Laws &n...

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TAGS: , Taxes, Financial Resources, Wealth Protection

Investor Education Resources

What do you get the person who has everything? How about the ability to spot and avoid investment fraud? Tricks of the Trade is an award-winning documentary produced by the FINRA Investor Education Foundation. Hear from victims and con criminals. Take a peek inside the con's playbook to see the...

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TAGS: Women, Bond Investing, Stock Market Game, Money Personality, Investment Fraud

Suspect Vehicle Stolen or Previously Declared Total Loss Vehicle...Check For FREE

Determine If A Vehicle Has Been Reported As Stolen, But Not Recovered, Or Has Been Reported As A Previously Declared Total Loss Vehicle The National Insurance Crime Bureau – NICB's  VINCheck is a service provided to the public (FREE OF CHARGE) to assist in determining if a vehicle has been rep...

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TAGS: Stolen Auto, Auto Theft, Auto Insurance

Lifestyle Reality Check…for the students in your household

Lifestyle Reality Check…for the students in your household I had a conversation with my daughter the other day. It is her first year in college and as we all do after one semester in the dorms…she is getting the idea that she wants an apartment. “ I will show you guys (meaning m...

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TAGS: Budgets, Teenagers, Money

Financial Literacy Tools

Financial Literacy  Tools That Help The following are tools that will help guide you on the path to financial wellness.  We will provide you with a variety of financial literacy tools and training to help you with developing, implementing, and improving your chances of meeting you...

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TAGS: Women, Budgeting, Finance, Cash Flow, Financial Tools

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