By Richard Harris, Next Avenue It’s been a little over two years since we lost Mary Martha Corinne Morrison Claiborne Boggs Roberts to breast cancer at age 75. The story goes that her older brother Tommy couldn’t pronounce Corinne, so he gave her the nickname “Cokie” and it stuck. But when she first came to NPR in
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DjelicS | E+ | Getty Images Some financial advisors may be overbilling for their services. Fortunately, there are steps a client can take to protect themselves. A recent Securities and Exchange Commission investigation of advisors’ fees found several errors that resulted in clients overpaying. In some instances, advisors charged fees that differed from their contractual
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A friend recently asked about retiring overseas and succumbing to the lure of an exotic lifestyle. The proposed move would have involved him retaining U.S. citizenship while establishing a permanent foreign residence. I told him not to bother, in no small part because the U.S. tax system makes his considered move burdensome. True, the IRC
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Peter Cade | Getty Images As the holidays approach, philanthropic investors may be eyeing year-end gifts to their favorite charity. However, there are several options to consider with varying tax benefits, according to top advisors. Nearly 90% of wealthy families gave to charity in 2020, according to a study on philanthropy from Bank of America,
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