The Federal Deposit Insurance Corporation (FDIC) has implemented significant changes to its insurance coverage rules for trust accounts. These changes aim to simplify and streamline the process of … [Read more...] about Important New FDIC Coverage Rules for Trusts and Payable-on-Death Accounts
In the News
Credit Karma vs. eMoney
Credit Karma vs. eMoney
Intuit is Pitching Credi Karma to Replace Mint. It is Apples to Oranges. By John H. Robinson, Financial Planner, June 2024 In November 2023, fintech juggernaut Intuit (NASDAQ – INTU) shocked the … [Read more...] about Credit Karma vs. eMoney
Mint vs eMoney
Mint vs eMoney
By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to consider migrating to … [Read more...] about Mint vs eMoney
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
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