David Riley
Author
David Riley

David Riley is a seasoned financial advisor and licensed insurance agent with nearly two decades of experience. As a trusted fiduciary, he has helped over 1,500 families pursue their long-term financial goals, which includes comprehensive, individualized planning to help clients of all ages properly prepare for a comfortable retirement.

Year-End Charitable Giving Strategies

As the year comes to a close, many people are thinking about how to support their favorite causes and make a positive impact in the world. Charitable giving is not only a way to express your values and generosity but also a smart financial move that can lower your tax bill and optimize your…

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Maximizing Social Security: How to Boost Your Benefits

Social Security is a federal program that provides retirement, disability, and survivor benefits to eligible Americans. It's an important source of income for many retirees, and it's essential to understand how the system works to maximize your benefits. In this article, we'll review the basics of…

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How to Prepare Your Finances for the Holidays

The holiday season is a time for celebration, but it can also be a time of financial stress. Between gifts, travel, and entertainment, expenses can add up quickly. Below are some tips on how to budget for holiday expenses, save money on gifts, and avoid overspending during the holiday season…

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