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5.0
4 Reviews
Tell people what you think
Phyllis Beal
· July 18, 2017
Mike and his staff are the BEST! I have been with him for eight years now and he has always been honest and "straight up" with me about everything. My husband died last November and Mike took a tremen...dous amount of time to help me navigate the financials I was dealing with. I could not have asked for a better person to help through all that. See More
Dolly Wright
· June 8, 2017
Michael and his staff are awesome ;very caring, thoughtful , experienced and helpful to your financial needs . We are so very happy they care for me and my husband
Susan Curreri
· April 18, 2017
Very professional and care about their customers!
Photos
Posts

New Medicare cards are on the way. Just be careful of scams trying to exploit that fact, CNNMoney cautions: https://tinyurl.com/y9f98mhj

The federal government is mailing senior citizens new Medicare cards that don't include their Social Security numbers. But scammers are trying to take advantage of the situation.
money.cnn.com

A Forbes post presents 7 good reasons to review your estate plan in 2018: https://tinyurl.com/y77tn5rl

Trump may have recently passed the “Tax Cuts and Jobs Act” (TCJA), but here are the 7 nontax reasons you should revisit your estate plan and possibly update your prior documents.
forbes.com
Posts
Duprez Financial added a new photo.
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Retirees can be prime targets for penny stock scams. MarketWatch explores why @ https://tinyurl.com/y85fcbt7

Many retirees are thrill seekers — with grave consequences
marketwatch.com

Celebrating a Milestone Here at Duprez Financial -
Administrative Assistant Michelle Millers 10 year anniversary
Thank you for your loyalty and dedicated service to our clients!!!

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Duprez Financial added a new photo.
March 1
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The I.R.S. is warning taxpayers about a new scam involving phony refunds. Forbes has the details @ https://tinyurl.com/y828b97a

Shutterstock Just when you thought you'd read about all of the tax scams: The Internal Revenue Service (IRS) is warning taxpayers about a new - and growing - scam involving erroneous tax refunds being deposited into real taxpayer bank accounts. Then the crooks use various tactics to con taxpayers ...
forbes.com

Timely info considering return of market volatility...

When the stock market takes your portfolio on a wild ride, should you sell your stocks?
forefieldkt.com

The Motley Fool gives you a quick guide to the basics of long term care insurance @ https://tinyurl.com/y7mwe7u7

In-home care services and nursing homes are costly and aren’t covered by Medicare.
fool.com

This concise Forbes article explains some important details to note as you file your 2017 tax return: https://tinyurl.com/yb7f48aw

With tax season for the 2017 tax year just around the corner, taxpayers want to know what's new for 2017. Here's what you need to know about changes to your 2017 tax returns (the one you'll be filing beginning on Monday).
tinyurl.com

Do you have a long-term care plan? Forbes discusses why is it important to develop one: https://tinyurl.com/y79usnx6

Long-term care insurance provides care for those who need long-term assistance in a nursing home, care at home or adult daycare. What it also provides, though, is peace of mind that yourself or loved ones will be able to afford the help that they need.
forbes.com

How can single women plan for the $ challenges of retirement? Zing! provides some perspective: https://tinyurl.com/ybpfhapx

If a single woman takes specific steps to prepare for retirement, she should be able to enjoy as many retirement benefits, if not more, as her non-single counterparts. Inside are two examples of women who are doing just that, as well as some tips on how you can get there, too.
quickenloans.com

CBS MoneyWatch looks at the tremendous risk linked to bitcoin: https://tinyurl.com/yc2appxt

Swamped with inquiries from ordinary investors, financial advisers say stay away if you'd hate to get wiped out
cbsnews.com

Consumer Reports says a rough flu season lies ahead, and offers tips on how to cope with it @ https://tinyurl.com/y9ec8dmp

The 2017-2018 flu season may be an especially bad one. Consumer Reports explains how to protect yourself.
consumerreports.org

Who is the most important person in your estate plan? Find out who that should be @ MarketWatch: http://tinyurl.com/yanjjmnj

Here are some of the key documents to complete as part of your estate planning, even before writing a will.
tinyurl.com
Happy Thanksgiving
lovethispic.com