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Roxanna Doss

It’s a Sneaky Time of Year: Take Steps to Protect Yourself Against Holiday Fraud

Roxanna Doss The holiday season is officially upon us. As you prepare your budget for the extra expenses the next few months may bring, it’s important to remember that this season brings an increase in the number of scammers and scammers out to take advantage of your generous holiday spirit. While it’s important to be …

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Need an income until Social Security kicks in?  Consider an income annuity with a time limit

Need an income until Social Security kicks in? Consider an income annuity with a time limit

Some income annuities have fixed income requirements, making them useful to help fund early retirement or pre-fund a large loan or life insurance policy. Immediate income annuities with lifetime payouts are popular for good reason. By providing an immediate monthly income guaranteed for life, they help ensure a worry-free retirement. But you don’t have to …

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It's a terrible time to buy a house.  Here's what to know if you still have to do it |  CNN Business

It’s a terrible time to buy a house. Here’s what to know if you still have to do it | CNN Business

There is no coating: it’s a terrible time to buy a house. Mortgage rates for a 30-year fixed-rate loan are now hovering above 7%, more than 4 percentage points higher than a year ago. This reduced the purchasing power of a typical buyer by 14%, according to Black Knight, a mortgage data company. With fewer …

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Holiday Shipping Times: Make Sure Your Gifts Arrive On Time

Holiday Shipping Times: Make Sure Your Gifts Arrive On Time

Vaughn Moore, Executive Chairman and CEO of AIT Worldwide Logistics, has a message on holiday shipping for procrastinators: “You’ll have a better experience this year than in years past.” Indeed, after two years of pandemic-related supply chain issues, the shipping industry now has more capacity. Backlogs at U.S. ports are gone, and many retailers are …

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Year-end financial checklist: prepare now and you'll have time to adjust

Year-end financial checklist: prepare now and you’ll have time to adjust

The end of the third quarter and the beginning of the fourth quarter often mark a pivotal time to check the pulse of financial and investment plans. Reviewing your year-end financial checklist now provides the “best of both worlds” – allowing you to review and assess progress against goals set at the start of the …

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