Licensed CPA and CFP® professional focused on helping families, Baby Boomers and closely-held businesses solve their financial challenges.
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Global diversification can be a powerful wealth strategy, but without proper tax planning, foreign investments can trigger complex reporting rules and costly IRS penalties that catch many investors off guard. https://t.co/CWHcm3PlbA
GMO says it sees a decade of near-zero returns for the 60/40 portfolio. The investment firm pointed to historically high valuations, which have driven the portfolio's outperformance. Growth stocks will likely see momentum slow, weig https://t.co/fGMAqWLBCW
Your business doesn't have to have a physical location to be successful — or a lot of employees. Here's the not-so-secret secret to doing it. https://t.co/FasnTJwAOl
It’s called “PTO-maxxing.” And according to new data from mobile-first employee experience platform Blink shared with Fortune, the right calendar strategy can stretch 15 vacation days into as many as 49 days off in a year. https://t.co/kmpFqnfcIV
Apps like Uber and GoPuff are seeing a boost in Gen Z worker registrations this month. The jump comes as many college students are beginning summer break. Gen Z workers are facing a tough job market as entry-level roles dry up, and https://t.co/HgcwwkcrEY
Following simple modern-day etiquette in an inceasingly digital, AI-driven world can create more positive connections and improve your professional image. https://t.co/Njz6BAPY3i
Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents. https://t.co/T59SAzmFWs
4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame? https://t.co/cavJ4U9CEn
The tech giant is making its iconic search bar bigger and more interactive so people can ask longer and more complex questions. https://t.co/AHmmQre6M0
Haley Sacks, known to her social media followers as Mrs. Dow Jones, discussed her journey to financial literacy and how she is using social media to decode and demystify finance for the 'zillennials' https://t.co/6moV9REVkB
Repeating yourself but getting nowhere? The issue isn't your message — it's your setting. Learn how to eliminate defensiveness, increase buy-in and lead with authority instantly. https://t.co/Nx57supDrd
It’s become harder for young adults to get ahead financially, even if they do everything right, Ramit Sethi, a personal finance expert, said on “The Interview.” He said parents should talk to their children about money issues and ac https://t.co/E0nuYvetBr
A big part of the challenge of putting data centers in space is producing and launching scores of the devices without breaking the bank. https://t.co/yCUvtoVNZG
President Donald Trump's proposal to suspend the federal gas tax could save motorists as much as 18.4 cents per gallon, but not make up for the $1.50 surge in gasoline prices since the Iran war began. https://t.co/NOjIolnD0E