Current Scam Trends: What to Watch For in 2026
October is Cybersecurity Awareness Month, and it's a good reminder that scams don't look the way they used to. Technology has made it easier than ever for scammers to sound…
October is Cybersecurity Awareness Month, and it's a good reminder that scams don't look the way they used to. Technology has made it easier than ever for scammers to sound…
September is Life Insurance Awareness Month. It's a good time to ask a question a lot of people avoid: Do I actually need this, and is it worth what I'd…
Got a financial question? Chances are, your first move is to search for the answer online. And honestly, that makes sense. It's fast, it's free, and there's no shortage of…
You've probably heard the term "Roth conversion" before. But if you're not sure what it actually means (or whether it applies to you), you're not alone. It's one of those…
Welcome to the latest edition of Money Matters from Kramer Wealth Managers! We're thrilled to share the latest insights and updates from this past quarter, designed to keep you informed…
https://vimeo.com/1209521766/c1c18ffd76?share=copy&fl=sv&fe=ci Market Update: Q2 2026 Hello! I’m happy to share our stock market update for the last quarter, Q2 2026. After the first three months of 2026 saw sharp declines…
If you're over 70½ and you give to charity, there's a smarter way to do it. Most people don't know it exists. It's called a Qualified Charitable Distribution (QCD) and…
You've probably heard the phrase "beating the market." It's what most people think a financial advisor is supposed to do. But here's the truth: the biggest value a financial advisor…
https://vimeo.com/1181938094/a1d19425e5?share=copy&fl=sv&fe=ci Market Update: First Quarter of 2026 Hello everyone, and welcome to our Q1 2026 Market Update! Markets started the year with optimism, but the first quarter ended as one…
A terminal illness brings many hard moments. Along with medical care and family time, there are also important financial tasks to think about. Taking care of these early can ease…