mastheadblog26

Critter Corner: Benefits of Naming a Trust as an IRA Beneficiary

Dear Hayek, I am reconsidering who I should make the beneficiary for my IRA. I heard that there are some advantages to naming a trust instead of an individual. Is this true, and if so, why? Thanks for your help! Benny … [Read more...]

Creative and Nontraditional Ways to Process Grief and Find Peace

Grief is a natural human emotion. When we mourn the death of a loved one, we experience intense emotion, and that emotion is typically grief. We experience grief in our behavior, as many people dealing with grief lose interest in … [Read more...]

Critter Corner: How to Find Unclaimed Inheritance from Deceased Relatives

Dear Oakley, I was told of the possibility that there could be some unclaimed inheritance that my father may have meant to leave to my sister and me. Where are some places I can look to see if this is the case? Thanks for your … [Read more...]

There’s $100 Billion of Unclaimed Property — How to Claim Your Share

Q. I read somewhere that there is over $100 billion of unclaimed property. How is this possible? How is it that so much property goes unclaimed? Is there a way that I can check to see if any of that belongs to me? And how can I … [Read more...]

Scam Alert: There Has Been an Uptick in Pension Poaching Scams

William Webster, 98, is a World War II Navy veteran and former Director of the Federal Bureau of Investigation (FBI). He and his wife, Lynda, were targeted in a scam recently, according to an FBI.gov report. When the couple … [Read more...]

Critter Corner: Tips for Seniors on Coping with Inflation

Dear Angel, Everything is so expensive these days. It seems like most items in the grocery store are up by at least 10% in price, and gas seems to have gone up 30% or more. As someone who lives on Social Security, I’m having … [Read more...]

The Ins and Outs of Reverse Gifting

Q. My daughter started her own business and made some good investments with her money, and became very successful. She recently told me that she wanted to transfer assets to my name to assist me with my living expenses, but she … [Read more...]

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