Traditions Blog
Your guide for better financial decisions.
What if you inherit an Individual Retirement Account (IRA)?
The traditional Individual Retirement Account, or IRA, came into existence in 1974 when Congress enacted the Employee Retirement Income Security Act, often referred to as ERISA. With the introduction of the IRA, anyone with earned income could …
February 28, 2017
Tax Identity Theft and Refund Fraud
Scammers Target Tax Season With tax season in full swing, it is important to recognize that Tax Identity Theft has been the most common form of identity theft reported to the Federal Trade Commission for the past five years. Tax Identity Theft …
January 31, 2017
Best Options to Safeguard Documents and Records
Take advantage of the long winter months to inventory important documents and records, as well as to determine the best options available to keep them safe.A safe deposit box is a good place for important items that would be costly, difficult or …
December 31, 2016
Things to consider when making a charitable donation
The holidays are as much a time to get together and be thankful for our friends and family as they are to give back to those less fortunate than ourselves. As you think how you want to give back, consider these few things before making any …
November 30, 2016
Avoid the Urge to React
On Tuesday, November 8, United States citizens exercised their right to elect a new President, as well as federal, state, and local officials, and to decide any number of state-specific referenda, ending the “election exhaustion" that has been …
October 31, 2016
The Equifax Breach - Steps to Take Now and What to Watch for Next
Last month, Equifax, one of the nation’s three major credit reporting agencies, announced a cybersecurity incident potentially impacting approximately 143 million U.S. consumers. October is National Cyber Security Awareness Month and, even if you …
September 30, 2016