Retirement Savings Milestones

Contact your Client Advisor today to map out your own retirement savings milestones. http://www.seasidebank.com. Investment products: Not federally insured Not a deposit of this institution May lose value (more…)

Protect Yourself from Health Scams

When you or a loved one has a health issue, you want to make it better — and you’ll do everything in your power to find a resolution. Unfortunately, scammers take advantage of people who are worried, confused and desperate for help. They might try to sell you a bogus (more…)

Do You Need a Will or a Trust, or Both?

If you’re like many people, you’ve heard the terms “will” and “trust,” but you may not know the differences between them. More important, you may not know which one you need. You’ll find some answers below. Q: What’s a will? A: A will is a document that describes what should (more…)

Can Your Portfolio Withstand a Long Retirement?

More and more Americans are living to be over 100. In fact, the number of centenarians in the United States is projected to grow from 72,000 to 600,000 by 2060.* With so many people predicted to live well past retirement age, should you expect to as well? It’s important to (more…)

Protecting Yourself From Identity Theft

Data breaches are happening at an alarming rate, and it’s important to know how to respond. If you’ve been impacted by a data breach, your personal, sensitive information, including your Social Security number, birth date, address, and driver’s license number are at risk of being stolen and misused. Here are (more…)

Fedra Vimercati Joins Seaside

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Avoid Major Headaches When Naming Minors as Beneficiaries

Naming children as beneficiaries or contingent beneficiaries of an insurance policy, retirement account or payable-on-death account seems a natural way to provide for those you love. But special care must be taken to ensure that, should the children inherit as minors, the money provides for them in the way you (more…)

4 Reasons to Open a Taxable Investment Account

It’s true: Investing in tax-advantaged accounts can help you save. Maybe you use an IRA or 401(k) for retirement, a 529 plan for college and a health savings account (HSA) for health expenses. But does that mean you should shun investing in a taxable brokerage account? Not at all! While (more…)

Sun, Sand & Cybersecurity

School’s out and the beach and mountains are calling. It is that time of the year when so many of us pack our bags and hit the open road or head to the airport for a well-earned vacation. We may be ready to take a break from our normal lives, (more…)