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‘I lost my life savings’: Terra Luna cryptocurrency collapses 98% overnight

‘I lost my life savings’: Terra Luna cryptocurrency collapses 98% overnight From: www.independent.co.uk Users of popular crypto forum fear they will become homeless after wipeout The price of the Terra…

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The Impact of a Parent’s Death

…freeze of 2020 allowed [her father] the ‘due diligence’ moment to accept a move to [daughter] Harriet’s ranch for care and to provide more professional help for mom.” Audrey’s sister,…

17 States With Estate or Inheritance Taxes

17 States With Estate or Inheritance Taxes From: www.aarp.org Even if you escape the federal estate tax, these states (plus D.C.) may hit you Note: Some states levy estate taxes…

Coronavirus’ Devastating Economic Impact on Workers Age 50-Plus

Coronavirus’ Devastating Economic Impact on Workers Age 50-Plus From: www.aarp.org The case for emergency funds, paid leave and protection from discrimination The devastating recent jobs numbers show that the coronavirus…

Retirement Insecurity in the Time of COVID-19: The Next Shoe to Drop?

…to get jobs and comparable compensation when the economy begins to recover. And, while some of the 12 million adults ages 65 and older choose to work mainly for professional…

The Latte Lie and Other Myths

The Latte Lie and Other Myths From: www.legacy-group.org Sometimes the ideas we take for granted start to fall apart when we take a closer look. Check out this video to…

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Secure Act 2.0 – When Does the RMD Start?

Secure Act 2.0 – When Does the RMD Start? From: www.nstp.org The law provided for a longer starting age for required minimum distributions (RMDs) to age 73, effective January 1,…

Promissory Notes: Promises, Problems

…These are an important means by which companies raise capital. Legitimate promissory notes are marketed almost exclusively to sophisticated or corporate investors that have the resources to research thoroughly the…

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund From: www.aefonline.org One of the benefits of employing the use of a donor advised fund (DAF) in a charitable…

Florida Medicaid (SMMC-LTC) Income & Assets Limits for Nursing Homes & Long Term Care

…community based services applicant is permitted a Community Spouse Resource Allowance (CSRA). In 2024, this Spousal Impoverishment Rule allows the community spouse (the non-applicant spouse) to retain up to $154,140…