Tom Petty is in good company, not just as a rock-n-roll legend, but as another star whose estate is in turmoil. The plethora of lawsuits are Free Fallin’ as Petty’s wife, Dana, and the two daughters from a previous marriage, Adria and Annakim, fight over control of the $95 million he...
IRA rollovers are as common as drinking water. But if your rollover isn’t done correctly, it can cost you taxes and penalties, sucking out money that could have been used for your retirement. In this article from MarketWatch, you’ll discover 4 of the most expensive IRA rollover tax traps and how...
To claim, or not to claim! Okay, that’s a cheesy way to begin, but it points out a dilemma experienced by many older folks when they’re trying to decide the most beneficial time to claim their Social Security benefits. The fact is, Americans, collectively, lose trillions of dollars by taking Social...
Your identity is priceless. That’s why so many people are hacking, breaching, phishing, and trying to steal your information. The last thing you want is to wake up and find your bank accounts empty, your credit cards maxed out, and/or the police knocking on your door.
Nobody has a crystal ball, but it’s certain that the American landscape is changing and the change is driven by the Millennial generation. Millennials are changing attitudes, workplaces, work ethics, what’s acceptable and what’s not. They’re driven more by technology than relationship. They see things from a...
To say there were some ticked off folks after-tax returns were filed for 2018 is an understatement. Border-to-border and coast-to-coast people who normally don’t have to send the IRS additional money were first shocked, and then angry that the government was demanding more. People who got a...
How do you know if your financial adviser is acting in your best interest? It’s ashamed that the question even has to be asked—but it does. Are you truly working with a financial adviser, or are you dealing with a financial salesman? In its simplest form, a financial...