Episode 232 – Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation.
Episode 225 – Recent financial turmoil involving several large banks provides an important lesson and opportunity to revisit the general FDIC-insurance rules and limitations.
Episode 217 – You’re nearing or in retirement and the kids have graduated from college, out of the house, or are, at least, gainfully employed. You don’t need life insurance anymore, right? Think again!
Episode 216 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance.
Episode 215 – Most people don’t like thinking about life insurance but understand its importance to providing financial protection to their family or business. That conflict causes many to make mistakes with life insurance.
Episode 211 – Most, if not all of us, own several forms of digital assets in the form of online accounts. These assets must be included in your estate plan. Failure to do so may result in the loss of financial value or sentimental and legacy value.