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The Top 5 Financial Scams Targeting Older Adults
Financial scams targeting older adults are on the rise, resulting in significant losses. According to the FBI, in 2022 alone, there were over 88,000 complaints from individuals aged 60 and…
Read MorePodcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath
In this episode of “Ask Gregory,” we dive into essential financial strategies with special guest Jude Heath from J Heath & Company CPA. Jude shares insights on managing your taxes,…
Read More‘The bank is watching you’: This is what happens when you deposit too much cash into your bank account
Many Americans feel like “Big Brother is watching” when they deposit or withdraw large sums from their bank accounts. Alexis and Dean, a couple running a financial advice start-up, addressed…
Read MoreFeds say ‘grandparent scam’ targeted older Americans out of millions. Here are some ways to help protect yourself and your loved ones.
Sixteen people have been charged in a “grandparent scam” that defrauded older Americans out of millions, federal prosecutors announced. The group allegedly ran call centers in the Dominican Republic, targeting…
Read MoreWhat Does Medicare Not Cover? Seven Things You Should Know
Medicare Part A and Part B, or Original Medicare, cover many medical expenses once you turn 65. Part A includes hospital stays and hospice care, while Part B covers doctor…
Read MoreHere are 5 dangerous Social Security myths that can ruin your retirement — are you falling prey to any of them?
Navigating the complexities of Social Security benefits is vital for securing financial well-being in retirement. According to personal finance guru Suze Orman, the key to retirement comfort lies in strategic…
Read MoreTrump Era Tax Cuts Are Expiring: 4 Ways Your Household Budget Will Take a Hit
Inflation’s financial strain is compounded by recent tax law changes, with both enacted and expired laws expected to raise taxes. The June 2023 Fiscal Responsibility Act establishes new spending limits,…
Read MoreHow the Social Security Bridge Strategy Works
Introducing a thoughtful exploration into the intricacies of Social Security collection. Delving into a specific strategy for determining when to take Social Security, it’s crucial to recognize that individual financial…
Read MoreYour net worth will ‘go crazy’ once you pass this money milestone — even Charlie Munger said you can ‘ease off the gas’ once you get there. Here’s the magic number and how to hit it
Discover the millionaire club’s gateway for young Americans through the power of compounding. Learn the pivotal role of the first $100,000 from financial experts like Mark Tilbury and Charlie Munger—explore…
Read MoreNon-Refundable vs Refundable Tax Credits: What’s the Difference?
Tax credits and deductions play a crucial role in reducing your tax liability, providing valuable ways to lower the income tax you owe. Described by the IRS as a “dollar-for-dollar”…
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