Month: September 2017

The Equifax Data Breach & Taxes

The Equifax data breach is said to impact nearly half the US population.  Sensitive information such as social security numbers, birthdates, addresses, and drivers license numbers have been compromised.  Financial advisors recommend credit freezes, credit monitoring, and other avenues to

Loaning Money to Family

To loan money to family members or not, that is the question.  Some say any money “lent” should be considered a gift since things get sticky when you combine money and family and the likelihood of ever seeing the money

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