Our Company News
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. Continue Reading The Importance of FDIC Insurance
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. Continue Reading The Sad Case of Lisa Marie Presley
IRS Provides Guidance on Required Minimum Distributions for 2023
Episode 223 – Confusion for IRA owners turning age 72 in 2023? The IRS provides clarification and reminds IRA owners that individuals turning age 72 in 2023 are not required to take required minimum distributions. Continue Reading IRS Provides Guidance on Required Minimum Distributions for 2023
Why Giving Cash to Your Children May Not be a Good Idea
Episode 222 – Most parents are naturally inclined to provide financial assistance to their adult children. But be careful: it may do more harm than good. Continue Reading Why Giving Cash to Your Children May Not be a Good Idea
Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open
Sock Out Cancer®, in conjunction with the DICK’s Sporting Goods Open, proudly announced that Sock Out Cancer has been named the 2022 PGA TOUR Champions Charity of the Year. Continue Reading Sock Out Cancer® Named 2022 PGA TOUR Champions Charity of the Year & Reveal Initiatives For the 2023 DICK’s Sporting Goods Open
Beware of State Efforts to Tax the Wealthy
Episode 221 – Several states are seeking to do what the federal government has failed to do thus far, and that is to increase taxes on the wealthy and high-income earners. Continue Reading Beware of State Efforts to Tax the Wealthy
Biggest Fear in Retirement – Running Out of Money Revisited
Episode 220 - In today's episode we revisit the question, what’s the biggest fear people have in retirement? According to the Journal of Accountancy®, Americans’ biggest retirement fear is running out of money. In this episode we take an in-depth look at...
What to Expect When You’re Expecting an Inheritance
Episode 219 – What do you do if you’ve just been notified that you’re about to receive an inheritance? Do you know what comes next? Here are some things that you might expect. Continue Reading What to Expect When You’re Expecting an Inheritance