Anyone who has moved retirement money out of an old employer's plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place....
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Valuation Reserve Requirements
According to FitchRatings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026 where 83 entities saw...
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Heirless Estate Planning
The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not...
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How to Save Energy This Fall
Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows....
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AI-Powered Corporate Fraud: What Business Leaders Need to Know
For years, corporate fraud was limited by the costs, expertise and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this…
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Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance
Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed…
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How to Account for Bonds
With the global bond market size bigger than many of the world's biggest economies, it's important for businesses that sell bonds to understand how to report transactions properly. According to...
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New Trump Account Updates
Picture two couples, each with a baby born this year, each routing $2,500 of salary into that child's Trump Account through an employer's payroll system. One couple sits in the...
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Understanding Inflation Accounting
According to the July 12, 2026, Consumer Price Index Release from the U.S. Bureau of Labor Statistics, the 12-month inflation rate rose by 3.4 percent and the month-over-month measure rose...
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Bond Investment Strategies
Bonds are designed to deliver both capital preservation and income, and are generally considered lower risk than stock investing. The purchase price of a bond is basically a loan to...
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How to Keep Your Cash When You Make Good Money
You’re doing well, earning a good salary. But somewhere around the latter part of the month, after you’ve paid your obligations and basically lived your life, which isn’t extravagant, you…
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Insurance for AI Risk: Is It Time to Consider AI Liability Coverage?
Over the past few years, artificial intelligence (AI) has evolved from a futuristic concept into a core engine of modern enterprise strategy. Organizations across every major industry are now using...
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Focused on Ending Insider Trading, the Penny, Epilepsy, the War in Iran, and Projects that Waste Taxpayer Money
strong>21st Century ROAD to Housing Act (HR 6644) – This bipartisan, White House-endorsed bill addresses housing affordability by placing ownership restrictions on…
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Understanding Accumulated Other Comprehensive Income
According to the Flossbach von Storch Research Institute, 328 of the S&P 500 companies in 2024 had a negative Other Comprehensive Income (OCI) of $4.5 billion…
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