Now It’s YOUR Turn to Give Your Parents “The Talk”
Last week I talked about wills and the danger of not having one. One benefit to planning your estate that I didn’t mention is how it creates an opening to talk to your parents about their estate planning. This can be difficult for a couple of reasons. A lot of parents...Scam Alert: Transcript Fraud
It’s a sad state of affairs when every year I have to make several unplanned posts about new fraud surrounding taxes. In the latest attack, it is not a direct attempt to steal our money, but rather our data. According to the IRS: The Internal Revenue Service and...529 Plans 101
Right about now young couples across the region are trying to figure out what to do with all the gift money their kids received. Many simply stick it into bonds and savings accounts, but there is a tax-advantaged way to hold on to more of that money — if you intend to...
Getting Brenda’s Money Back
Last week I told Brenda’s story: A grandmother whose granddaughter had stolen money from her. We were able to file a police report and get the money back, but during the process I found a website with such valuable information about the rights of victims of fraud —...Passover and Easter: Let Freedom Spring
Fresh off the heels of another fantastic Passover, I began thinking about Judaism’s companion religion, and how Passover and Easter are inextricably linked — both in the time of year when they occur and in their underlying messages of liberation and hope. Judaism...
Celebrating 27 years in business helping people stay financially organized
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