Here are 4 hidden state taxes that often shock US retirees — and none of them are the income tax. Is Florida really as tax-friendly as you think?

Moving to another state to avoid income taxes can feel like solving one problem only to discover another. While you may avoid one type of tax, you may encounter others in unexpected places. There are nine states that can technically be considered “income tax-free,” according to TurboTax [1]: Alaska Florida Nevada South Dakota Tennessee Texas […]

A survey says your boss assumes you’re on track for retirement, even if you’re not — here’s why what your employer doesn’t know could hurt you

According to a recent report from PNC Bank, there’s a striking mismatch in beliefs about retirement readiness between American employers and employees. The study highlights that 78% of U.S. employers believe their staff are at least somewhat prepared for retirement, whereas only 45% of employees agree (1). This gap could reflect a deeper set of […]

California bakery had $212K go missing, bank account frozen over clerical error — owner pleaded but got nothing. Are banks legally allowed to do that?

Sarah Torres was counting on two government checks to keep her family-owned bakery afloat when an unfortunate mishap turned her business upside down. After depositing two Employee Retention Credit (ERC) checks from the U.S. Treasury worth $212,853, Torres discovered that not only were the checks placed on hold, but her entire business account was frozen. […]