Let me ask you a question: Suppose you have $100 in a savings account earning 2% interest a year. After five years, how much would you have?... more

Here's a question for you: At what age do you achieve the status of "senior"?... more

Ten years ago, I wrote about a spendthrift whose story I'd like to share again in light of current market action.... more

Questions continue to arrive in my email about required minimum distributions (RMDs) from retirement accounts, and with good reason, considering the amount of change (and confusion) for RMD-related re... more

Recent announcements by the Social Security Administration (SSA) raise concerns about getting through to the SSA when you need to. The issue is the adoption of more strict procedures to protect your i... more

It's not unusual for parents to help their adult children, even if it means making a financial sacrifice. A 2024 Financial Independence Survey by Bankrate, a consumer financial services company, repor... more

April 15 is not just the deadline for the 2024 tax-year filing; it's also the deadline for more than a million people to submit their tax returns for unclaimed refunds totaling more than $1 billion fo... more

If you are a director, officer or friend of a nonprofit, what are the best ways to go about raising money for the organization? Donations can come from different sources.... more

A question often considered in financial literacy circles is: "What makes people vulnerable to being scammed?"... more

It is nearing the end of February, and you'd like to file your tax return, but you're missing a few forms you need to do your taxes. What should you do?... more

Are you looking for a tax professional to help you do your taxes this year?... more

It's time to do some estate planning research together. A great place to start is the American College of Trust and Estate Counsel (ACTEC), which is an "organization of trust and estate lawyers and la... more

If you inherited an IRA within the last few years, you've been dealing with dramatically new beneficiary rules adopted under SECURE Acts 1.0 and 2.0.... more