Personal Finance
When determining an appropriate investment portfolio, one’s risk tolerance is an extremely important component. Being too aggressive can cause undue worry and create…
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If retirement has been on your mind lately, you’re not alone. A record…
Most of us know some older person who had a bad fall and…
Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied):…
One of the most, uh, formative movies for me as a teen was…
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Significant changes occurred in Medicare Advantage plans each of the last couple of years, and more changes are on the way…
In the NFL, even the best players have to earn their spot every season — and the people managing your money…
The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But…
The death of a spouse is one of life’s most devastating events. The overwhelming sense of loss impacts every aspect of…
The phone call came to Dad’s daughter (FD) at 6 AM. Again. This time, it was the night caregiver reporting that…
So, what affect did the Big Beautiful Bill signed on July 4, 2025, by President Trump, have on the taxation of…