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The Small Business Owner’s Guide to the CARES Act
4 Ways to Evaluate a Financial-Aid Award Letter
TEN BASIC QUESTIONS OF ESTATE PLANNING
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EQUIFAX Breach Settlement: How To Claim Your Share
Two years after Equifax’s massive data breach affecting over 140 million people, the credit bureau and the Federal Trade Commission have...
It’s College Essay Season: Let’s Craft an Essay That Will Grab and Delight Admission Officers
Summer is the perfect time for rising high school seniors to be writing their college essays, well before the hectic onset of their final...
If You Use IRA Funds for College Expenses, Be Sure You Can Document It for the Tax Court
Distributions taken before an IRA owner reaches age 59½ are subject to a 10% early distribution penalty, unless an exception applies. For...
Just for Laughs: Airlines Making Billions on Luggage Fees
This is a laugh-or-you’ll-have-to-cry situation. Plus which airlines are most likely to lose your luggage, and a little more humor from...
Inherited IRA Beneficiaries Separately Responsible for Taxes on Separate Shares
A new PLR confirms: When multiple beneficiaries inherit an IRA, each beneficiary is independently responsible for any income taxes and/or...
Divorced-Spouse Social Security Benefits
8 Rules With Examples When Social Security was first instituted in 1935, most women did not work. So in 1939, as part of a sweeping...
The Most Important Question in Retirement Planning
It’s a touchy subject, but a life expectancy analysis is the best way to ensure you will have enough money to live your later years in...
Where Should My Kids Apply to College?
Decision Point Planning: If you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance...
A 5-Step Digital Estate Plan
Here are five steps to help you create a digital estate plan: Step 1: Make inventory lists of your digital assets and how to access them....
What Are Your Medicare Options if you Retire BEFORE age 65 vs AFTER age 65
While working, people generally have employer-sponsored insurance. Some 58% of people in the U.S. today get their health insurance...
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