A listener asks if inflation is good or bad for buying I bonds, the IRS has a new tax-reporting requirement for companies such as PayPal and Venmo, and an investment firm targets younger investors with questionable funds. Listen along as Paul and Anne cover these topics and explain how they could affect investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation
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