Month: December 2021

Series I Savings Bonds (aka I bonds) have several features that can be particularly useful for middle-income pre-retirees and retirees building their retirement income portfolio. They offer high interest rates (currently yielding 7.12% per year), guarantees of principal and interest, and long-term liquidity (with a few caveats).   My last two posts described I bonds in
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Scarlet Poulet (right), pictured with wife Nadine Kujawa, before Poulet was diagnosed with cancer in 2019. Courtesy: Scarlet Poulet Medicare’s rules for signing up have put 68-year-old Scarlet Poulet in an unenviable situation. The New Orleans resident, who is recovering from cancer, has been enrolled in Medicare Part A (hospital coverage) since 2018 when she
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By Chris Farrell, Next Avenue The grassroots movement toward working longer looks like it’s at a moment of reckoning. The ranks of retirees 55 + have grown by 3.5 million over the past two years, according to the Pew Research Center, much higher than the pre-pandemic rate. This shift is one reason some employers are struggling to have
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Corporate leaders are demanding more and more from their tax and accounting partners. Is your firm on top of the latest Internal Revenue Service guidance on Paycheck Protection Program loan forgiveness? Does it offer Environmental, Social and Governance (ESG) reporting services? Does it use data analytics to help you grow your business? “If you’re going
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In this article ZEN Richard Drury | DigitalVision | Getty Images Company: Zendesk Inc. (ZEN) Business: Zendesk is a software development company that provides “software as a service” solutions for tracking, prioritizing, and solving customer support tickets across various channels. The company’s offerings include Zendesk Chat, a live chat software to connect with customers on
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By Richard Eisenberg, Next Avenue Editor In her thought-provoking new book, “The End of Bias: A Beginning,” science and culture journalist Jessica Nordell probes the science and practice of overcoming unconscious bias. That’s what happens quickly when we encounter a person or a situation and our reaction conflicts with our professed values. We see it a lot with
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A COVID-19 testing facility is advertised at Newark Liberty International Airport on November 30, 2021 in Newark, New Jersey. Spencer Platt | Getty Images More than 20 people across 10 U.S. states have tested positive for the omicron variant of the virus that causes Covid-19. The patients range in age, vaccination status and travel history,
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10’000 Hours | DigitalVision | Getty Images Americans opened their hearts and wallets for another record-breaking Giving Tuesday. It’s estimated that 35 million U.S. adults participated in 2021, with total gifts of $2.7 billion, a 9% increase from 2020. While most aren’t shelling out for tax purposes, they may not know there’s a special write-off
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Dave thought his mom had done everything right: invested her savings, done great estate planning and appointed him her only son, to take over when needed. And the time came for Dave to step in. Dave’s elderly mom, Agnes began to lose her memory. She had been living with a companion for years before that
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