Author: Nicole Easton

The longest recorded human lifespan is 122 years, 164 days. The record is held by Jeanne Calment, who lived in Arles, France. Born in 1875, Jeanne reportedly had an encounter with Vincent Van Gogh at her uncle’s shop. When Jeanne was 90 years old, she had outlived her daughter and her grandson, and had no […]

A good number of individuals, businesses, and charitable organizations rely on us to help them grow their wealth, protect their assets, and safeguard their legacies, so that they can command their futures and enjoy their successes. Others rely on us to invest significant sums of money that they have received as a result of an […]

When you owe money to the IRS, does it matter whether it is a tax or a penalty? That question was put to a bankruptcy court recently.  John Chesteen filed for bankruptcy in June 2017.  The IRS filed a proof of claim for $5,100 in taxes owed.  The Service later amended the claim to add […]

In a recently published Morningstar report, researchers drew upon data from the Federal Reserve Bank’s “Survey of Consumer Finances” and the Sallie Mae/Ipsos survey “How America Saves for College” to create two savings simulations.  In the first simulation, families continued on their current course, which relied in part upon using ordinary savings and checking accounts […]

In January, 97 year old Prince Phillip, who is the husband of Queen Elizabeth, was in a car accident.  Although the Prince’s car flipped upside down after striking another vehicle, he was able to walk away from the accident after a good Samaritan helped him to escape from the car.  Fortunately, there were no major […]

Senator Elizabeth Warren, D-Mass, has proposed a dramatic shift of emphasis for the federal government’s focus in taxing “the rich.”  Rather than looking to income, she wants an annual wealth tax, which would apply in addition to any other federal taxes due. A wealth tax is justified, according to Warren, because the share of wealth […]

As they say in the movies, the following is based upon a true story. Alex was in the market for a boat slip. He found one, owned by a brother and sister, Jack and Jill. They had inherited it from their father. However, they seemed emotionally tied to the slip, which was odd because neither […]