Will Future Retirees be Able to Maintain Their Living Standard?
Episode 253 – Two recent reports paint a scary financial picture for many future retirees. But how bad is the situation really?
Are Roth Conversions Right for Everyone?
Episode 252 – We’ve been bombarded by mass media touting the benefits of doing a Roth conversion, but they may not be right for everyone.
Annual Charity Golf Tournament Raises $37,000 For Children, Families and Veterans
Annual Charity Golf Tournament Raises $37,000 For Children, Families and Veterans Binghamton, NY (October 19, 2023) – The 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament was a huge success, bringing together the community to help raise $37,000 to...
What are Student Borrowers Going to Do?
Episode 251 – A recent survey found that 62% of people with student debt plan on “boycotting” their future payments. Is that a good idea?
Plan Today for Tax Changes that May be Coming in 2026
Episode 250 – The Tax Cuts and Jobs Act of 2017 is scheduled to expire in a little over two years. Now might be a good time to start planning for a potential tax law change.
IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Episode 249 – The IRS recently announced a moratorium on the popular Employee Retention Credit (ERC) tax program. What happens now?