As you reach your fifties and beyond, ensuring you have a solid plan for retirement is vital. Retirement planning involves multiple factors including income and cash flow, risk management, investment allocation, as well as tax and estate considerations. Matthew Sassani, a chartered retirement planning counselor, presents. People nearing retirement will benefit from this informative event.
Hiatus Malware Targets Business Routers
There is a new malware campaign targeting business-grade routers. It is called Hiatus, a complex operation that deploys the HiatusRAT malware. It is a kind of Remote Access Trojan (RAT) that cybercriminals …
What You Need to Know About GA4 and Why You Need to Use it Now
Summary: Google Analytics is changing in a few months, whether you like it or not. Here is what you need to know and what to do to keep on top of your business KPI’s.
For digital marketers, Google Analytics is an invaluable reporting tool. It provides us with data that helps us understand and analyze customer behavior, which in turn…
Trust Accounting 101: How Do I Prepare a California Trust Accounting?
A California trust accounting is an important form of protection that offers a window for beneficiaries into how a trustee is administering a trust in the state of California, and it offers peace of mind for trustees by minimizing disputes. However, preparing one requires considerable expertise. The margin for error is slim. An inaccurate accounting that does not comply with…
Frayed, but Resilient
Frayed, but Resilient
Over the past 3 weeks the economy and the banking system have become more frayed, yet markets have remained resilient. So, this week, we attempt to make sense out of what doesn’t make any sense.
Our recession call remains in place as many economic indicators point toward a recession. Here are a few:
- Leading Indicators: The Leading
Cerebral Data Breach – 3.18 Million Affected
Cerebral, an online platform that offers mental health care services, recently suffered a data breach that may have affected up to 3.18 million users. According to its report, the breach was due …
Decoding the $8 Trillion Cybercrime Impact: White House Cybersecurity Insights for Nonprofits – Identify Risks and Strengthen Your Organization’s Defense
Thursday March 23rd at 2 pm EST
Attending this webinar is essential for nonprofit Executive Directors to understand the growing cybercrime landscape and its $8 trillion impact. Gain insights into the White House’s cybersecurity statement, learn practical strategies to protect your organization, and discover ways to mitigate potential risks. Benefit from real-world examples, engage in a Q&A session, and ensure…
Proposed IRS Regulations Would Permanently Allow Remote Spousal Consent Elections
The Internal Revenue Service (IRS) issued a proposed rule on December 27, 2022, that would permanently allow remote witnessing of spousal consent elections under certain circumstances. The proposed rule would go into effect six months after publication in the Federal Register. Taxpayers can continue to make remote spousal consent elections according to the proposed rule until it formally goes into…
Jack and Diane Teach Us Why Our Trust and Life Insurance Policies Deserve a Check-Up
Jack and Diane have done well together, and now they’re grandparents. Life is good. They are all set—except for that “oops” lurking in their trust that they aren’t aware of.
After the first grandchild was born in 2002, Diane nudged Jack to have their Will reviewed. For good reason, the attorney recommended they create a Living Trust and did a…