Month: December 2021


Have You Outgrown Your Advisor?

A fellow advisor once told me a story about trying to help his grandmother with her life planning. “She refused,” he said. “She insisted that John, who had been her advisor and friend for years, was doing just fine for her. Besides, she couldn’t take away the business from a lifelong friend.” He continued by…
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December 27, 2021 0

The Gift That Gives…In More Ways Than One

It is that time of year – Christmas! Maybe it’s due to watching Scrooge or The Grinch for the umpteenth time, but it seems we are all inspired to give back during the holidays even in the smallest way. Here are a few ideas to give to your favorite causes and have Uncle Sam help…
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December 21, 2021 0

Cybersecurity Tips

The rush of the holiday season is in full swing…and so is the risk of cyber-attacks. During this time of year, online activity is on the rise. According to Deloitte, e-commerce holiday sales are projected to grow 11%-15%, compared to 2020. This rise in online activity is the perfect opportunity for scammers to take advantage…
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December 13, 2021 0

Year-End Decisions

Wow! 2021 has been a whirlwind… sometimes literally in paper. It seems we have had a new proposal almost every day from lawmakers. Social Security alone has been addressed in 10 different bills this year. And taxes? Keeping up with introduced or impending changes is a full-time job. The good news is that we are…
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December 6, 2021 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.