Money

Barring significant dealmaking by the September 30 deadline, portions of the U.S. government will be shut down on October 1.…

“I know what the numbers say,” more than one client has told me after looking at a positive statistical analysis…

The IRS announced on September 14, 2023 a processing moratorium on new employee retention credit (ERC) claims. This means that…

The Internal Revenue Service (IRS) recently announced a major policy shift that could have a huge impact on the wealthiest…

The Biden administration has so far approved over $22 billion in student loan forgiveness for borrowers who were harmed by…

A new open enrollment period for Medicare is about to begin, and Americans 65 and older will be making or…

Authenticity and trust matters in wealth management so firms to should embrace video marketing but it’s also important to not…

The statistician W. Edwards Deming once famously said, “In God we trust; all others bring data.” He might well have…

My fantasy football season is not off to a good start. In week two, I lost by 50 points—to my…

“The best investment you can make, is an investment in yourself… The more you learn, the more you’ll earn.” —Warren…