Featured

By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades...

Featured

Do We Need A “New” Capitalism?

Joseph Y. Calhoun, III - April 30, 2020 0

Everyone, or at least all the right-thinking people, believes that capitalism needs to be reformed. Elizabeth Warren calls her version Accountable Capitalism. Marco Rubio...

Featured

New Retirement Account Rules – COVID-19

Bob Williams - March 30, 2020 0

The Coronavirus is changing the landscape, as we know it, in almost every part of life. Unquestionably, it’s also shaking up the financial universe...

Featured

Regime Change

Joseph Y. Calhoun, III - March 23, 2020 0

Stocks took another beating last week as the scope of the coronavirus shutdown started to sink in. The S&P 500 was down 15% last...

Featured

2019 IRA Contributions Delay

Bob Williams - March 23, 2020 0

As a result of the COVID-19 pandemic, U.S. Treasury Secretary Steve Mnuchin extended the 2019 tax filing date to July 15. As a result, it also...

Featured

A Week We’ll Never Forget

Joseph Y. Calhoun, III - March 16, 2020 0

Last week was one of the worst weeks in the history of the US stock market. Thursday’s plunge was the worst one-day loss other...

Costly Traps on the Social Security Application

What You Can Do with a 529 Education Savings Accounts

Bank Accounts and Your Estate Plan

16 Medicare Mistakes

Can I Stop Social Security and Restart Later?

The Coming Era of Electronic Wills

6 Surprising Things Medicare Doesn’t Cover (VIDEO)

Protecting Assets from Divorce

7 Estate Planning Potholes

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

Do We Need A “New” Capitalism?

New Retirement Account Rules – COVID-19

Regime Change

2019 IRA Contributions Delay

A Week We’ll Never Forget