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A Minnesota lottery winner invested on trust. Trouble followed.
Star Tribune (Minneapolis) via Yahoo Finance· 6 days agoPaul Rosenau bought a winning lottery ticket five years to the day his beloved granddaughter died....
Why It’s Harder To Save for Retirement Today Than 50 Years Ago
GOBankingRates via Yahoo Finance· 15 hours agoAccording to a recent survey report released by the nonprofit Transamerica Center for Retirement...
Do You Have to Pay Taxes on a Trust Inheritance?
SmartAsset via Yahoo Finance· 4 days agoWhen making an estate plan, using a trust is a way to make passing assets - including both cash and physical assets - a bit easier. In fact, when using a...
...Half of Gen Z and Millennials Open to Switching Primary Financial Institution to a Community...
Digital Journal· 7 days agoThe paper identifies important generational differences in consumers' banking habits and preferences that will help smaller financial institutions better attract and serve ...
Accounting Firm Mergers & Acquisitions – Financial Advisory & Valuation Services For Success | JD...
JD Supra· 2 days agoMajor private equity firms including Hellman & Friedman, TPG, THL and Madison Dearborn have made significant investments in the mid-tier of accounting firm giants outside of the Big Four. Several ...
Planning to Work Longer to Max Out Social Security? You Might Want to Have a Plan B
SmartAsset via Yahoo Finance· 3 days agoThe idea of working longer before claiming Social Security benefits sounds like a great retirement...
Jeff Joiner of FNB Investments named to Forbes’ List of Top Best-in-State Wealth Advisors - The...
The Danville Advocate-Messenger· 5 days agoJeff Joiner, Vice President, Private Wealth Advisor of FNB Investment Services, a division of...
Women face a 'gender gap' in financial literacy. This investment coach is changing that.
Gannett via AOL· 6 days ago"I tell people when they come see me that it’s like a 1,000-piece puzzle that’s thrown on the table,...
Oil and gas exploration: the top 10 influencers to follow
Offshore Technology via Yahoo Finance· 2 days agoGlobalData researchers have found the top influencers in the oil and gas exploration sector, based...
8 Things Realtors Wish You Knew About Buying And Selling Your Home
Forbes· 2 hours agoGood realtors and brokers are a wealth of information for buyers and sellers looking for ways to...