The 5 Inherited IRA Mistakes That Will Destroy Your Inheritance

Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in our lives. Here are a few mistakes you want to avoid if you inherit an IRA or other retirement accounts from a loved one. Don’t let these five mistakes destroy your loved one’s legacy. Avoid these Five Inherited IRA...
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How Grandparents Can Help Contribute To Their Grandchildren’s Education

Grandchildren represent the future. The grandparent/grandchild bond is extremely unique and one that is steeped in legacy, heritage and unconditional love. By sharing stories of the past, the bond between these 2 generations is solidified as the older generation looks to pass on their knowledge and life experiences with the newer generation. When parenting is left to the actual parents,...
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Financial Abuse of Seniors Hits Record

THE WALL STREET JOURNAL by. Yuka Hayashi (January 24th, 2019) U.S. banks reported a record 24,454 suspected cases of elder financial abuse to the Treasury Department last year, more than double the amount five years earlier, according to government data. The increase occurred as new federal and state laws are prompting banks to take a more active role in trying to address frauds and scams...
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