Browsing: Personal Finance

An estate plan can be too detailed or rigid. When that happens there’s a good chance at least some of it won’t be followed. That’s especially…

“I know what the numbers say,” more than one client has told me after looking at a positive statistical analysis suggesting they’ll not likely run out…

The bottle Barr Hill Gin, $39.99The back story Some of you may be familiar with the expression, “You’re the bee’s knees.” But what about the Bee’s…

The IRS announced on September 14, 2023 a processing moratorium on new employee retention credit (ERC) claims. This means that it will not process any newly…

The Internal Revenue Service (IRS) recently announced a major policy shift that could have a huge impact on the wealthiest individuals in the US. On September…

More than 75,000 healthcare workers are set to strike for three days in October over what they say are bad-faith negotiations by Kaiser Permanente executives regarding…

In the months before the pandemic pause on student-loans payments, interest and collections, Jennifer Booth regularly received unpleasant phone calls from her student-loan debt collector that…

I have been married for eight years. My husband and I have had our ups and downs, as most married couples do. We got married young…

The Consumer Financial Protection Bureau is taking steps toward removing all medical debt information from Americans’ credit reports, a move meant to help the millions of…

When LaShawn Davis applied for a job in the human resources department at a company with more than 300,000 employees, she thought she would enjoy the…