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Why You Want To Spend Your IRA Money Before You Die Tue, Apr 30, 2024 Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree. Read More

By Christopher Smith as seen at Clark Howard.com

The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Fri, Mar 15, 2024 The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of ho... Read More

By David Goldman and Anna Bahney, CNN

Tax Season Security Tips Thu, Feb 29, 2024 An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity. Read More

By staysafeonline.org

Vikram Mansharamani on Developments to Watch Over the Next Five Years Mon, Feb 05, 2024 Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on... Read More

By The Investors First Podcast

The Investors First PodCast: Howard Marks - Investing During a Regime Change Thu, Jan 04, 2024 Howard Marks of Oaktree Capital Management discusses investing during a regime change. Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Read More

By CFA Society of Orlando

How to Find the Right Financial Adviser Thu, Dec 28, 2023 If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding one whose services fit your needs. Read More

By as seen at Kiplinger.com

CFA's Investors First PodCast with Aswath Damodaran: Unmasking ESG Thu, Nov 02, 2023 On October 5, 2023 Investors First PodCast hosted Professor Aswath Damodaran, where they spoke about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. Read More

Schwab Tips for Preventing Fraud Wed, Nov 01, 2023 You can also have an impact on safeguarding your information and assets by following these guidelines and applying caution when sharing information and executing transactions. This checklist summarizes common cyber fraud tactics, along with tips, bes... Read More

By Charles Schwab & Co., Inc.

How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More

By AARP Online Magazine

Investors First PodCast with Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy Thu, Oct 05, 2023 On October 5, 2023 we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s. Read More

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