Personal Finance
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the…
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Congress and the IRS made inheriting an IRA a very complicated, confusing event.…
It’s Medicare Open Enrollment Period. As I wrote earlier, Open Enrollment this year…
Most of us recognize that legal means exist to assume control over an…
Donald Trump’s return to the White House, coupled with Republican control of the…
Spotlight
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a…
In an ideal world, I believe it takes about five years to prepare for retirement – what’s next in life. One…
The author and his wife have enlisted the help of a free consultant to guide them until Medicare’s December 7th deadline.…
Billionaire founder of Raising Cane’s Chicken Fingers: One ‘stupid’ strategy nearly cost me my business
Todd Graves’ high-risk funding strategy for Raising Cane’s Chicken Fingers was a bold gamble that almost cost him his dream.Today, the…
This year’s hurricane season brought a stark reminder that nobody is safe from the traumatic impacts of severe weather. Hurricane Helene…
China will “significantly increase” government debt issuance to offer subsidies to people with low incomes, support the property market and replenish…