Social Security Trustees Report 2023: Here We Go Again
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here?
The 529 Plan Rollover to a Roth IRA – Is it Worth it?
Episode 227 – The initial promise and excitement of a provision created by SECURE 2.0, to allow 529 Plan account balances to be rolled over to a Roth IRA, has ended in disappointment, but it may still work for you.
Six Big Mistakes People Make with Their Wills
Episode 226 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.
The Importance of FDIC Insurance
Episode 225 – Recent financial turmoil involving several large banks provides an important lesson and opportunity to revisit the general FDIC-insurance rules and limitations.
The Sad Case of Lisa Marie Presley
Episode 224 – Lisa Marie Presley’s death in January of this year came as a shock to many. But it’s just the beginning of the story.