By John H. Robinson, Financial Planner (April 2024) Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries … [Read more...] about IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
A Farewell to Mint.com
A Farewell to Mint.com
Which personal finance app will step up to fill the void? By John H. Robinson, Financial Planner (April 2024) In a November 2023 press release that surprised and disappointed legions of loyal … [Read more...] about A Farewell to Mint.com
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
(The Unfortunate Consequences of Long-Term Care Insurance Partnership Plans) By John H. Robinson, Financial Planner (March 2024) “The nine most terrifying words in the English language are: … [Read more...] about States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
8 Best Utility Stocks for Rising Dividends
8 Best Utility Stocks for Rising Dividends
A couple of weeks ago, a reporter for U.S. News & World Report contacted me for comment on Utility stocks in the current investment environment. Although the subsequent article he wrote was … [Read more...] about 8 Best Utility Stocks for Rising Dividends
SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
This week, we sent two email messages to Fee-Only Planning Hawaii and Financial Planning Hawaii clients to proactively assuage concerns over the banking crisis in the wake of the Silicon Valley Bank … [Read more...] about SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits
