The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...

Beneficiary Audit

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Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live on as digital ghosts, their...
When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve a big societal problem with...
Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be alright. You know it’s Jimmy...
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases to retirement plan contributions, catch-up...
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The government was more than happy...
“What in the world does that mean?”  I can’t tell you how many times I’ve been asked that question during more than 30 years...