Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreTaxes; Retirement monies; social security; CPA services; financial planning
END of LIFE Care
Excerpt from the Hammond Law Group newsletter Barbara Bush, who died on April 17, 2018, at the age of 92,
Read moreTrust, Plan, and Verify – Lessons on Estate planning
Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read moreMoney planning – Custodian vs Guardian (Estate planning terms)
Custodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles
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Why You Need a Will and Other Estate Documents You’ve probably heard you should have a will, but what
Read moreMedicare – Fight Healthcare Fraud and Abuse
The key elements to fighting Medicare fraud are: Protect – Treat your Medicare card like a credit card. Don’t
Read moreDo Financial Decisions Get Better With Age?
Do Financial Decisions Get Better With Age? David Allison, provided by InvestopediaYou hear it all of the time,
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