“The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is
Blog
Having a Tough Talk with Your Parents
“It can be very difficult to bring up death, especially with a loved one you don’t want to imagine losing.” Opening the door to this
How Do We Help an Elderly Neighbor?
“If you suspected that your elderly neighbor was being taken advantage of by a family member, would you: (a) Do something to help your neighbor;
Saints Owner Booted as Trustee of Billion Dollar Estate
“The news represents a victory for Renee Benson who sued her father over his competency and control over the 1980 Shirley Benson Testamentary Trust.” NFL
Supreme Court Changes Estate Planning for Married Same-Sex Couples
“The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage.” The recent Court decision has changed financial and estate planning significantly for
Author Harper Lee’s Estate Plan as Suspenseful as her Classic Novel
“If she had an estate plan, who did she leave it to?” When Nelle Harper Lee died last week in Alabama, she left the world
What NOT to do with Your Financial Future
“Some we get right. Some we are left wondering the possibilities of what could and should have been.” Last week we looked at Forbes’ recent
New Jersey Woman Guilty of Money Laundering and Elder Fraud
“A portion of the money was used to fund the victim’s expenses to keep the victim unaware of the thefts.” A New Jersey woman pleaded
Watch Out for These Changes to Social Security in 2016
“Here’s what to look for in your benefits check and your paycheck deductions.” AARP gave a thorough run-down on how Social Security will shape up
Do I Take My Chances with a Tax Audit?
“In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will
Tax Planning for New Parents
“Got a new bundle of joy in your household?” The key to tax breaks for your child is a Social Security number, says Kiplinger. Its
Don’t Kick Yourself Over Financial Mistakes!
“All I had to do was turn in the form to my HR department.” Turning in financial forms is a pretty easy thing to do,
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