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Financial Freedom

While many people focus on and plan for retirement, at Catalyze, we talk more about financial freedom than we do about retirement.  Retirement might be one part of your goals for financial freedom, but financial freedom is so much more …

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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

Rise in Social Security Scams

Just when you think you’ve heard it all, scam callers seem to be one step ahead, creating new ways to trigger fear and dupe many into very costly mistakes. There seems to be one type of scam call that has …