Browsing: Personal Finance

It’s Not Just About A Will, Trust Or Other Document One of the biggest mistakes people make with estate planning is to assume that estate planning…

The federal government must stop issuing paper checks by September 30 in favor of direct deposit, prepaid cards, or other digital payment options. That’s according to…

The “Talk” You had the “talk” with your young adult child about getting a prenuptial agreement. The divorce rate is often suggested to be 50%. You…

A day after Frank Bisignano, President Donald Trump’s nominee to lead the Social Security Administration (SSA), told the Senate Finance Committee that phone service was “a…

Frank Bisignano, President Donald Trump’s nominee to lead the Social Security Administration (SSA), faced questions about the agency’s future during his two-and-a-half-hour confirmation hearing in front…

United Airlines announced Monday that it’s increasing the fees on its rewards cards that allow access to its airport lounges and offering new perks to cardholders.…

Is there fraud, waste, and abuse in the Social Security system? Yes. Are mistakes being made? Yes. The purpose of DOGE is to increase government operational…

I’d bet a pint of Guinness on St. Patrick’s Day that anyone who’s been a financial advisor for more than a minute has been faced with…

The recent passing of Gene Hackman and his wife Betsy Arakawa reveals a profound truth about our current approach to later life. Their deaths—occurring days apart…

A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both…