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Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts. A review of some recent court cases brings the points home. The newest case involved the 401(k) of the late Jeffrey Rolison, who had worked…

This article was written byFollowI’m an Equity Analyst and Accountant specializing in restaurant stocks, with a strong foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart’s Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in the…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.TikTok has lost an emergency bid to temporarily halt a fast-approaching deadline under a US “divest or ban” law, leaving the fate of the popular video app owned by China’s ByteDance in…

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people don’t optimize the impact of their donations by developing a giving plan. Few people are deliberate and strategic in their charitable activities. Many gifts…

This article was written byFollowGordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countries. With a passion for empowering individual investors, Gordon…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The Tokyo Metropolitan Government will allow its staff to work a four-day week as authorities in the world’s largest city begin a radical experiment to reverse Japan’s low birth rate.The programme, which…

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a Tier 5 medication in January and wanted to know about the coverage and costs. I found that the drug would be covered and his costs would be capped at $2,000.…

One of Dr Mo Sarhan’s patients was experiencing intense cravings for opioids and alcohol when the Florida-based doctor offered him a striking solution: the Eli Lilly weight-loss drug Mounjaro.“Within days, all of his cravings were gone and he was much more effective in his engagement and treatment. He’s done great…

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