Undercover “Barbservations” from a “Free Dinner” Seminar

According to the North American Securities Administrators Association (NASAA), free meal seminars conducted by people with questionable credentials t…

2020 Tax Season: What You Need to Know

Tax season begins this year on Monday, January 27, 2020. This is the first day that the IRS will start accepting and processing 2019 tax year forms. …

Freezing Your Credit: Five Key Things to Know

In 2017, after the Equifax hack affected over 145 million people, I froze my credit. At that time, I remember thinking that I was “done” and would ne…

Fifteen 2019 Personal Finance Events, Facts, and Trends

I  recently co-authored a journal article in the Journal of Financial Planning and conducted a webina r for the Military Families Learning Network …