November 27th, 2019 Newsletter

10 IRS Audit Red Flags for Retirees
You may be wondering about your odds of an IRS audit. Most people can breathe easy. The vast majority of individual returns escape the IRS audit machine. In 2018, the Internal Revenue Service audited only 0.59% of all individual …
Kiplinger

For startups, cash is king (again)
Mark Frank, who runs a health technology startup called SonderMind, had planned to wait until the end of 2020 to raise more money for …
SF GATE

This year’s calendar shortchanges retailers this holiday shopping season
As customers gear up for the biggest shopping days of the year, retailers face a major headwind: fewer days to shop. Retailers …
CNBC

Important differences between credit and debit cards
At a (literal) first glance, debit and credit cards can seem interchangeable. Both are small, thin, rectangular pieces of plastic that …
Reviewed

Yes, You Can Buy a Home, Start a Family AND Pay Off Your Student Loans
About 10 years ago I met with a client — she was a teacher and a single mom hoping to put her kids through college. At 56, she was almost …
Kiplinger

5 Reasons To Rollover Your 401(K) When Leaving Your Employer
Retirement advice tends to focus on families—how to balance the costs of raising kids and putting them through college, while still …
Forbes