Finances Related Articles
Finances
Emily Guy Birken
Scams targeting older adults out of their hard-earned money is a big business. According to the Federal Trade Commission, scammers stole $1.48 billion in 2018 alone. Fraud victims in their 70s and older reported losing a median of $751...
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Emily Guy Birken
Accountants can have a tough job. Not only do they need to keep up on all the changes to the tax code (which is not exactly a beach read), but they also are helping their clients deal with the one-two punch of money management coupled with...
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Allie Johnson
Everyone wants a full wallet, but some money-saving tips and tricks require hours of effort and frustration, while others end up costing you money. The result? Both your wallet and your patience wear thin.
There are two questions that can...
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Emily Guy Birken
You might assume that your will or estate plan ensures that your money will go to your intended heirs. But inheritance theft is an insidious and underreported problem that can cost families dearly. And since inheritance thieves are usually...
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Alexandra Macqueen, CFP
Chances are, over your lifetime, you've heard lots of financial and money-saving tips from folks who lived through the Great Depression—the longest, deepest, and most widespread economic depression of the 20th century....
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Alexandra Macqueen, CFP
If you're like many Americans, trusts are probably the single most powerful tax, estate, and financial planning tool you're not taking full advantage of. That's because you might not know what a trust is, why you would want to set one...
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