The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…
Review Account Statements and Notify Law Enforcement of Suspicious Activity As a precautionary measure, remain vigilant by reviewing all of…
On July 19, 2024, the IRS published final regulations regarding required minimum distributions (RMDs) from qualified plans. Required Minimum Distributions…
The Centers for Medicare and Medicaid Services launched the Guiding an Improved Dementia Experience (GUIDE) Model on July 1, 2024.…
On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…
The following is a re-post of David E. Hultstrom's Financial Foundations April 2024. You can reach Mr. Hultstrom at 770-517-8160.…
We've posted some of David Hultstrom's thoughts before and here we go again since he says "Feel free to pass…
Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…
Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…
Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…