One of the benefits of being age 50 or older is a "catch-up." Created by the Economic Growth and Tax Relief Reconciliation Act of 2001 (tinyurl.com/p6c736e6), catch-ups help future retirees with enhan... more
About 1 out of 5 people eligible for the earned income tax credit (EITC) missed out on getting a "check in the mail" from the U.S. Treasury between tax years 2014 and 2022. Why? They did not claim the... more
No one wants to think about or plan for what happens after someone passes away. Yet there is no way around the fact that life does come to an end at some point in time, most likely well within a 100-y... more
When an investment "problem" surfaces, wouldn't it be nice to speak with someone about it? When a regulator needs perspective on investor behavior, wouldn't engaging with investors help?... more
There is no doubt that AI is becoming a factor in financial decision-making. According to a LendingTree survey, the "rise of AI (artificial intelligence) [has] influenced how and where people are gett... more