Want to Avoid an IRS Audit? Avoid These Red Flags
May 23, 2023
An IRS audit is every taxpayer’s worst nightmare. At best, an audit is time-consuming and stressful; nobody wants to have to comb through years of..
XML Wealth Insights: Commercial Real Estate
May 19, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Commercial Real Estate
Why “When” is a Key Part of Retirement Planning
May 16, 2023
Planning for our financial futures involves asking ourselves a lot of questions. When it comes to retirement planning, many of these questions..
Webinar | Foiling Fraud: For You and Others
May 15, 2023
Fraud attempts are on the rise: according to new FTC data, consumers reported losing nearly $8.8 billion to scams in 2022—a 30% increase from 2021.1..
XML Wealth Insights: Purchasing Power of the US Dollar
May 12, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Purchasing Power of the US Dollar.
Stressed at Work? Try These Tips
May 9, 2023
No matter how solid your work-life balance is, many of us tend to bring work home with us—including stress. 43% of employees around the world report..
XML Wealth Insights: Debt Ceiling
May 5, 2023
In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on Debt Ceiling.
Another Big Social Security Increase Is Unlikely
May 2, 2023
This year, Social Security beneficiaries are receiving a significant increase of 8.7% in their monthly checks. The cost of living adjustment (COLA)..
Is Your Long-Term Care Planning Where It Needs To Be?
April 24, 2023
According to recent research, 69% of people turning 65 today will need some type of long-term care services at some point in their lives, for an..
Webinar Recording | Empowering Women Investors
April 24, 2023
Women are a powerful financial force—yet when it comes to investing and financial planning, many women lack confidence. particularly when it comes to..
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