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Protecting Your Nest Egg: Spotting and Avoiding Financial Scams

Protecting Your Nest Egg: Spotting and Avoiding Financial Scams

by Velekei Giles | Feb 5, 2025 | Financial Blog, Retirement

Financial scams can happen to anyone, but retirees and those close to retirement can be particularly vulnerable. It’s important to understand the common scams out there and how to protect yourself and your hard-earned savings. Common Types of Scams Scammers often...
The Limits of Financial Calculators

The Limits of Financial Calculators

by Velekei Giles | Jan 5, 2025 | Financial Blog, Financial Planning

Why Quick Online Tools Can’t Replace Real Financial Planning Online financial calculators can seem like an easy answer. Enter a few numbers—age, income, savings—and get instant estimates of your future retirement or investment outcomes. But while they’re convenient,...
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Recent Posts

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  • The News and Your Portfolio: Separating Noise from What Matters

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431* 1-800-765-5201 Velekei Giles Financial Advisors is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Customer Relationship Summary (CRS) Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Any tax advice contained herein is of a general nature. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor, securities broker).

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