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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

My regular readers know that I think of everyone I meet as a "retiree" or a "future retiree," no matter their age. And yes, in case you're wondering, I don't exclude 5- and 10-year-olds from the futur... more

As people adjust to artificial intelligence (AI) becoming more prevalent in their lives, there comes with it a concern: Can AI be used as a weapon to commit fraud?... more

The IRS recently announced that its Free File Guided Tax Software will be available for taxpayers beginning Jan. 10, ahead of the official opening of tax filing season later in January. Available serv... more