Our Company News
Are These the Good Old Days?
Episode 267 – There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate. Continue Reading Are These the Good Old Days?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned. Continue Reading Study Indicates that Half of Older Americans May Unretire
Estate Planning and Sibling Rivalry
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem? Continue Reading Estate Planning and Sibling Rivalry
Five Important Financial Truths about Millennials Revisited
Episode 264 – It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view? Continue Reading Five Important Financial Truths about Millennials Revisited
Problems at the Social Security Administration
Episode 263 – The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points. Continue Reading Problems at the Social Security Administration
The Unique Challenges Faced by the “Sandwich” Generation
Episode 262 – The “Sandwich” Generation, people taking care of both parents and children at the same time, are subject to some unique challenges. Continue Reading The Unique Challenges Faced by the “Sandwich” Generation
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now. Continue Reading Tax Gap Projections and Increased IRS Enforcement
Avoiding a Fake Charity
Episode 260 – This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real and a fake charity. Continue Reading Avoiding a Fake Charity