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Industry Insights Index

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May 7, 2024

WHO’S YOUR BENEFICIARY?  Beneficiaries are the people who will inherit your assets –savings and investment accounts, life insurance policies, homes, cars, and other possessions. In general, there are two ways to name beneficiaries. You can: Designate a beneficiary on an account. For example, when you signed up for a retirement plan at work, you were probably […]

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March 12, 2024
A Reminder About Scams

Scams usually start with a phone call, email, text, or another form of communication. The person typically claims to be from an agency or organization you know – or one that sounds like it might benefit you, such as the National Sweepstakes Bureau or a lottery. The person may know your name and address. They […]

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July 18, 2023
IRS wraps up 2023 Dirty Dozen list

IRS wraps up 2023 Dirty Dozen list; reminds taxpayers and tax pros to be wary of scams and schemes, even after tax season WASHINGTON — The Internal Revenue Service wrapped up the annual Dirty Dozen list of tax scams for 2023 with a reminder for taxpayers, businesses and tax professionals to watch out for these schemes throughout […]

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June 13, 2023
World Elder Abuse Awareness Day - June 15, 2023

This World Elder Abuse Awareness Day, Let’s Make a Pledge to Stay in Touch Older adults are more vulnerable to social isolation and loneliness. World Elder Abuse Awareness Day reminds us about the importance of staying in touch with older persons. Elder abuse is the intentional mistreatment or harming of an older person. An older […]

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June 13, 2023
An Outdoor Chair You'll Want to Sit in All Day

You don’t have to suffer through a peewee baseball game or a Fourth of July parade on an unsupportive folding chair just to prove you’re a good parent. By Daniel Varghese Q:  My son’s baseball season just started. I want to support him, but having to sit for hours on my cheap outdoor folding chair is […]

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June 6, 2023
Couples Can Soon Put Over $10,000 a Year Into Health Savings Accounts

IRS announces higher HSA contribution limits for 2024  By Ashlea Ebeling The Internal Revenue Service recently announced the largest ever increase to the amount Americans can set aside in health-savings accounts each year. For 2024, the maximum HSA contribution will be $8,300 for a family and $4,150 for an individual. That is up from $7,750 for […]

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May 23, 2023
Get Going Now to Renew a Passport

Travelers should expect longer waits to get their passports renewed—but there are options to speed up the process. By Allison Pohle, Wall Street Journal _____________________________________________ If you haven’t yet renewed your passport ahead of international summer travel, prepare to pay plenty to fix the problem. Wait times for passports have increased across the board in […]

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May 16, 2023
Angela Bender Completes Advanced Training

Angela Bender Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC  Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws   Angela Bender, CFP® and managing partner of AMJ Financial Wealth Management, recently completed her […]

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May 16, 2023
Signs That Your Email or Social Media Account Has Been Hacked

You might have been hacked if your social media account has posts you didn’t make, you can’t log into your email or social media account, your Sent folder has messages you didn’t send or has been emptied, friends and family are getting emails or messages you didn’t send, sometimes with random links or fake pleases […]

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