The IRS has done it again. Taken an already unfortunate new rule about inheriting IRAs and made it even worse. To recap, if you inherited IRA/Roth IRA/Workplace Retirement Account money from someone who died in 2020 or after, the…
Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print…
To find it? Recently I read an article about the U.S. Will Registry. It’s a free website where you can upload either the will/trust documents themselves or just say where you have your estate plan stashed. And who is allowed…
Our dollars are buying less, but we still want to create great family memories for the holidays. Here are some ideas for creating special times without running up credit card bills (also with higher rates than last year). Groceries/entertaining…
Pumpkins, pumpkin spice, pumpkin decorations…it’s October and pumpkins are pervasive. There is even a business book about pumpkins by Mike Michalowicz called The Pumpkin Plan. Since many of my readers are business owners or operate as such within a…
What is the Inflation Reduction Act of 2022? Is it just a lesson on being more careful when naming laws? Is it an inflation law, a climate law, or an insurance law? As with all laws, it’s complicated so here…
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