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Eleanor O'Sullivan
Taxes
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Retirement Plans
Ending Economic Discrimination Means Better Old Age for All
Practice Management
Elder-Fraud Expert Helps Assess Seniors’ Vulnerability
Highlights
Wife of CFP Legend Has Her Own Story to Tell
Practice Management
Dalio: Inside the House of Horrors
Practice Management
How to Make Longer Lives Better For More People
Practice Management
Bankman-Fried: Misunderstood or Misanthrope?
Longevity
Live Like a Super-ager, Anywhere
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N.J. Independent Advisors Could Be Reclassified as BD Employees
The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.
Social Security’s Finances Erode Further and Could Spell Benefit Cuts
If Congress fails to act, the retirement fund will run out earlier than previously estimated.
Most Americans Fear Tariffs Will Hurt Economy and Wallets
A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.
Survey Highlights Historic Opportunity to Empower More Women to Invest
A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.
Two Alabama Residents Fleeced in Crypto “Pig Butchering” Scams
The nature of crypto scams makes it harder to recover funds taken by fraud, securities commissioner warns.
Case Highlights the Dangers of Power of Attorney Fraud
An Alabama man got POA over his mother and went on a gambling spree with her savings.
Scam Victims Getting $2M, Courtesy of FTC
Tens of thousands were duped by scammers offering bogus get-rich-quick “kits” and coaching programs.