Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you...
Financial Know How for Women. Today, you need a plan to call your own. For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial...
Passing on wealth is not just about getting financial assets to future generations. It’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. Unfortunately, research shows that for many families the...
Wondering how to maximize your Social Security income? It’s not as difficult as you may believe. Here are three options almost anyone can do. Not so long ago, baby boomers viewed Social Security as a retirement program for old folks. High-earning boomers felt that...
Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union...
The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful...
