Edna V. Forero, ChFC
The World’s Most Crypto-Friendly Nations (USA Is Only No. 4)
Edna V. Forero, ChFC on December 11, 2024
Discover the best places around the globe for storing and building a cryptocurrency fortune.
Can a Pension Really Ding a Widow’s Social Security Benefit?
Edna V. Forero, ChFC on November 15, 2024
Two Social Security rules can take a big bite out of the benefits of pensioners and their spouses, ex-spouses and survivors.
Can My Husband Collect on My Social Security If I Die First?
Edna V. Forero, ChFC on October 24, 2024
Whether a spouse is eligible for survivor’s benefits depends on several conditions.
Will Social Security Tell My Husband If I Claim His Benefit?
Edna V. Forero, ChFC on October 15, 2024
Many people wonder what Social Security tells their spouse or ex when they claim benefits based on that person’s work history, but the answer is simple.
Will I Lose My Full Social Security Benefit If I Marry a Younger Man?
Edna V. Forero, ChFC on October 14, 2024
Getting married is a joyous occasion at any age, but when it happens later in life, it might be bad news for your retirement benefits.
Am I Stuck With My Own Social Security Benefit — or Am I Owed $200 More?
Edna V. Forero, ChFC on October 9, 2024
Social Security spousal benefits aren’t worth quite as much as some people believe.
How Do I Keep My Sibling’s Partner From Inheriting Part of Mom’s Estate?
Edna V. Forero, ChFC on October 9, 2024
Trusts, particularly revocable ones, offer more flexibility than you might realize when it comes to how funds are distributed.
Can I Claim Social Security Early and Change It Later?
Edna V. Forero, ChFC on June 26, 2024
Some married people can indeed change the type of Social Security benefit they receive — but it’s not exactly straightforward.
When Can I Withdraw From My Roth IRA Truly Scot-Free?
Edna V. Forero, ChFC on June 20, 2024
Taking money out of a Roth individual retirement account without triggering income taxes or penalties is trickier than you might realize.
Can My Spouse Boost Her Social Security Benefit After I Claim?
Edna V. Forero, ChFC on June 19, 2024
Switching from one type of Social Security benefit to another is possible for some married people, but mind the rules.
I Remarried My Ex. Can I Still Claim His Social Security?
Edna V. Forero, ChFC on April 16, 2024
As difficult as it might be to think about a loved one’s death, it’s smart to consider what it would mean for your finances.
7 of the Best Ways to Lower Your 2025 Taxes Today
Edna V. Forero, ChFC on April 18, 2024
Make these moves now to lower next year’s tax bill.
8 Tax Tricks and Tactics Used by the Rich
Edna V. Forero, ChFC on March 25, 2024
Learn the tips and tricks that might help you save on your taxes just like the wealthy.
11 of the Best Places to Retire on an Island
Edna V. Forero, ChFC and B.T. Ballenger on March 19, 2024
Check out these islands when you are ready to retire.
Can Retirees Deduct Their Property Taxes?
Edna V. Forero, ChFC on March 12, 2024
The answer to this question is complex, but we’re going to break it all down for you.
5 Reasons to File a Tax Return Even If You Don’t Owe Taxes
Edna V. Forero, ChFC on February 19, 2024
Yes, it’s possible to get a tax refund even if you don’t owe federal income taxes.
8 Vacation Spots That Are Raising Tourist Taxes — or Might Soon
Edna V. Forero, ChFC on December 27, 2023
If a trip is in your future, you may soon pay extra to visit these top destinations.
4 Key Financial Goals Everyone Should Have for 2024
Edna V. Forero, ChFC on November 30, 2023
These money moves are a roadmap to financial success, no matter your current situation.
Can I Deduct That Home Office Shed in My Backyard?
Edna V. Forero, ChFC on November 8, 2023
Could a backyard home office shed be your key to a lower federal income tax bill?
6 Money Metrics You Should Be Tracking
Edna V. Forero, ChFC on November 7, 2023
How well do you actually understand your financial situation? If you can’t crunch these numbers, probably not well enough.
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