Finances

Inherited IRAs: What You Don’t Know Could Cost You in Taxes

Mar 24, 2026

Tax Implications of Inheriting Retirement Accounts Inheriting a retirement account such as an IRA...

Stopping Scammers in Their Tracks: A Guide to Elder Fraud Prevention

Jan 26, 2026

Elder fraud is a growing and costly threat that targets older adults with deceptive schemes designed...

Lock In Savings Now: Year-End Tax Tips You’ll Use

Nov 18, 2025

As the year ends, it is a good time to check your taxes and your overall financial plan. A few rules...

What Happens to Debt When You Die?

Sep 22, 2025

If you are beginning the process of estate planning, one of the most important questions you may hav...

What is the Corporate Transparency Act?

Oct 28, 2024

The Corporate Transparency Act (CTA) is a new federal law enacted on January 1, 2021, which went int...

Taking Over Your Parents’ Finances

Dec 15, 2022

Your parents were probably your first teachers about money. They may have helped you open your first...

What Is the Kiddie Tax, and Why Does It Matter for You?

Nov 15, 2021

Children are generally taxed at a lower rate than their parents. In the past, that fact led some wea...

A Closer Look at Stimulus Payments

May 26, 2021

The COVID-19 pandemic has taken a toll on just about everyone as of this writing, and not just physi...

Five Mistakes to Avoid During Health Insurance Open Enrollment

Sep 28, 2020

It’s that time of year again: the crackle of dried leaves underfoot, a crisp bite in the air, and ...

Getting Out of Your Timeshare (The Right Way)

Jul 29, 2020

That resort where you bought a timeshare seemed like a great idea at the time. A beautiful vacation ...