An Enrolled Agent with over 30 years' experience providing common-sense tax, insurance and financial solutions. Married for over 45 years, having raised two sons, both married to girls named Carla. Go figure.
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.