Widow/er Social Security Benefits
A widow or widower is eligible for a survivor's benefit from Social Security even if they never worked – as long as the deceased spouse qualifie
Category: Financial Planning
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The Ins and Outs of a Reverse Stock Split
When a company decides to conduct a reverse stock split, also referred to as a stock consolidation, the number of shares available to investors is red
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Top 10 Financial Challenges for Business
Keeping a small business going isn’t for the faint of heart. While 80% of companies with fewer than 500 employees make it through Year 1, says
Tags: Business Intelligence, business planning, ERP, Finance, Financial Management, technology No Comments
New Personal Finance Provisions in the 2.0 Secure Act
The Continuing Appropriations Act, enacted at the end of 2022, included several provisions that impact retirement plans going forward. Specifically, t
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How To Recession-Proof Your Portfolio (Just in Case)
Some economists and market analysts have been predicting a U.S. recession ever since last fall. They’ve been wrong before – but they&rsquo
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Estate Taxes vs. Inheritance Taxes: Understanding the Differences
Estate and inheritance (“death”) taxes are levied on the transfer of property at death. The difference between an estate tax and an inheri
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Mega Backdoor Roth IRA
The Roth IRA is a retirement savings account in which you invest only after-tax dollars. Subsequently, all earnings grow tax-free and may be withdrawn
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