Who Do You Want Watching Out for You? A ‘Trusted’ Contact? Or An ‘Emergency’ Contact?
FINRA is seeking public comments on the use of the term “trusted contact” by brokerage firms. Should it be changed to “emergency contact”?
Links to sources referenced in columns.
FINRA is seeking public comments on the use of the term “trusted contact” by brokerage firms. Should it be changed to “emergency contact”?
While Direct File is no longer an option, the Free File program is still available for those who have an adjusted gross income of $89,000 or less. Also, there is a new form: Schedule 1-A.
The U.S. Securities and Exchange Commission, through its Office of the Investor Advocate, helps investors deal with problems and gets insights on investor behavior.
If someone suddenly becomes wealthy, the person could suffer from “sudden wealth syndrome,” which affects an individual’s state of mind.
Artificial intelligence continues to make an impact in everyday lives. Should AI also have a say in a person’s financial decisions?
Looking ahead to 2026, studies show that inflation is a top concern for many people. Can ‘financial awareness’ help them handle financial stress and achieve peace of mind?