Latest From the Blog
Do You Need a Personal Cybersecurity Concierge?
As concerns about cyberattacks grow, some companies have started offering personal cybersecurity concierge services to help well-off or high-profile individuals assess, monitor and ward off digital threats such as financial fraud, identity theft and reputational damage. These concierge firms promise more comprehensive and tailored protection than the typical antivirus or identity-theft product.
Leaving the Wrong Beneficiary on Your IRA Plan Can Be a Costly Mistake
Do yourself a favor: Check the heirs named on your IRA or 401(k) retirement plans. Then check your parents’ accounts.
A lot is riding on these designations, and it’s easy for life to outrun planning in this area. Has there been a death, a new grandchild or other key change?
Beneficiary forms that don’t reflect such events could cause major snafus.
Her Husband Died Unexpectedly. She Spent a Year Untangling Their Finances.
Just under half of about 400 widowed women said they felt prepared to manage their finances after their spouse’s death, according to a 2024 survey by the financial-services company Thrivent.
The New Age of Entrepreneurship: 70 to 79
As people live and work longer, more are choosing to start a business in their 70s. These emerging septuagenarian entrepreneurs share many motives with younger counterparts. They want to be their own boss, set their own schedules and pursue meaningful projects.
Ohio Department of Taxation Warns of New Text Message Scam
COLUMBUS, Ohio — The Ohio Department of Taxation (ODT) is warning taxpayers about text messages falsely claiming to be from the department that leads recipients to a website impersonating ODT’s site.
Tax Breaks Available for Caregivers
Caring for a loved one can be a deeply fulfilling and rewarding experience, but can also come with challenges and expenses. Many caregivers dedicate their time and energy to caring for family members or friends who are unable to care for themselves due to illness, disability, or old age.
Fortunately, tax breaks are available in various countries to help alleviate some of the financial burdens associated with caregiving.