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Estate Planning Lessons from the Queen of Soul

Estate Planning Lessons from the Queen of Soul

You gotta give estate planning a little respect for the sake of your heirs. When Aretha Franklin passed away in 2018, the singer’s legacy followed a path trod by all too many iconic musicians before her, including Prince and Tom Petty. That legacy includes courtrooms,...

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Stock Trading Apps: The Taxing Truth

Stock Trading Apps: The Taxing Truth

A lifetime of events has happened since, but do you remember the GameStop stock trading fiasco mere weeks ago? The event held several financial lessons, but let’s focus on just one: Brokerage digital apps like Robinhood have famously made trading stock an...

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That’s NOT The IRS Calling!

That’s NOT The IRS Calling!

The IRS will never visit, call, email, or text with an unexpected and immediate demand for payment, especially with threats of deportation, license revocation, arrest, or Social Security Number (SSN) cancelation. These threats may seem like they’re coming directly...

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