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The Latest Breaking News from The Free Financial Advisor

7 Financial Documents Widows and Widowers Should Gather in the First 90 Days

Losing a spouse creates a mountain of emotional and practical tasks, and financial paperwork often sits right at the top of that mountain wearing a very serious little hat. Gathering key financial documents can help widows and widowers organize the next steps, spot important details, and create a clearer picture…

The Free Financial Advisor · Aug 6

Federal Reserve Approves Banco Santander Application Affecting U.S. Banking Operations

The Federal Reserve Board has announced its approval of an application filed by Banco Santander, S.A. and its U.S. intermediate holding company, Santander Holdings USA, Inc., according to an official announcement published on the Federal Reserve’s website.

The Free Financial Advisor · Aug 5

What to Know About Banking Habits That Can Complicate a Fraud Investigation

A fraud investigation often depends on a simple thing: a clear trail of what happened, when it happened, and how money moved. Everyday banking habits, such as ignoring statements, sharing account access casually, or keeping scattered records, can make that trail harder to follow when suspicious activity appears.

The Free Financial Advisor · Aug 5

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6 Estate-Tax Headlines That Can Mislead Families With Ordinary Estates

Estate-tax headlines often arrive with dramatic wording that makes families wonder whether a tax surprise waits around the corner. The reality looks much calmer for many households because federal estate tax rules affect a much smaller group than those scary headlines suggest.

The Free Financial Advisor · Aug 5

Retirement Account Rollover Rules: When a Signature Is Not Enough

Moving retirement money from one account to another sounds simple. A signature, a form, and a quick transfer might seem like the whole recipe, but rollover rules often hide important details that can affect taxes, timing, and future savings choices. A small paperwork mistake can turn a routine retirement move…

The Free Financial Advisor · Aug 5

What to Do After Receiving a Social Security Overpayment Notice

Opening the mailbox and finding a Social Security overpayment notice can make anyone’s stomach drop. The letter often demands repayment, lists a dollar amount, and sets a deadline, which can create instant panic. Despite the shock, the situation usually offers more options than many people realize. The smartest move starts…

The Free Financial Advisor · Aug 4

6 RMD Planning Errors Retirees Can Still Correct Before Year-End

Required minimum distributions can sneak up like a forgotten subscription charge, except the consequences involve taxes instead of a few unwanted dollars leaving a bank account. Retirees who review their RMD plans before year-end can still catch mistakes, adjust strategies, and avoid unnecessary headaches when tax time arrives.

The Free Financial Advisor · Aug 4

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A Practical Guide to Medicare Part D Penalty Rules That Can Follow You for Years

Medicare Part D penalties rank among the most frustrating surprises in retirement because a single missed enrollment window can affect prescription drug costs for years. Many people focus on doctor visits and hospital coverage, then discover much later that drug coverage follows a completely different set of rules.

The Free Financial Advisor · Aug 4

5 Home-Equity Borrowing Mistakes That Can Put a Paid-Down House at Risk

A nearly paid-down house can feel like a financial fortress, but home-equity borrowing can create new risks when homeowners treat their property like an endless piggy bank. A home equity loan or line of credit can provide funds for major expenses, yet careless decisions can turn years of mortgage progress…

The Free Financial Advisor · Aug 3

Labor Department Amends Prohibited Transaction Exemption for AT&T Retirement Plans, Extending Coverage Through 2023

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) published a notice in the Federal Register on August 3, 2026, announcing an amendment to an existing prohibited transaction exemption involving AT&T Inc. and its affiliates, headquartered in Dallas, Texas.

The Free Financial Advisor · Aug 3

What to Know About Payment-App Records to Save Before Disputing a Transfer

A payment-app transfer can feel almost too easy. A few taps, a confirmation screen, and money moves from one account to another, but that convenience can create a headache when something goes wrong. Saving the right records before disputing a transfer can help people organize the details and explain what…

The Free Financial Advisor · Aug 3

Why a Tax Refund Can Be Smaller Than Expected Without Being ‘Taken’

A smaller tax refund does not always mean someone grabbed your money or made a mistake. Sometimes changes in income, withholding, credits, or tax rules can shift the final number before your refund reaches your bank account.

The Free Financial Advisor · Aug 3

5 Beneficiary Form Errors That Can Override What a Will Says

A will feels like the final word in an estate plan, but certain accounts follow a different rulebook. Beneficiary forms attached to retirement accounts, life insurance policies, and other financial products can direct money somewhere completely different from what a will says.

The Free Financial Advisor · Aug 2

A Closer Look at Medicare Costs Retirees Should Put Into a 2027 Planning File Now

Retirement planning often focuses on the big-ticket items like housing, travel, and monthly income, but Medicare costs deserve a permanent spot in the financial filing cabinet. A few minutes spent tracking premiums, deductibles, and possible changes now can help prevent unpleasant surprises when 2027 arrives.

The Free Financial Advisor · Aug 2

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The Free Financial Advisor · Aug 2

Ages 60 to 63: How the New Catch-Up Contribution Rules Change Retirement Saving

Retirement planning sometimes feels like a race where the finish line keeps moving. For workers ages 60 to 63, new 2026 catch-up contribution rules create a bigger lane for saving during those important final working years. The change gives eligible employees a chance to put more money into certain workplace…

The Free Financial Advisor · Aug 1

How the Social Security Earnings Test Works for Part-Time Retirees

Retirement does not always mean walking away from work completely. Many people start collecting Social Security while picking up a part-time job, running a small business, or keeping a favorite side gig alive. The tricky part comes when earnings enter the picture because the Social Security earnings test can temporarily…

The Free Financial Advisor · Aug 1

A Practical Guide to IRS Notice Mistakes That Can Turn a Small Tax Issue Into a Bigger Bill

A letter from the IRS can instantly make a calm afternoon feel like a tax-season jump scare. Many people see an IRS notice and assume the worst, but a notice often starts a conversation about a tax account issue rather than announcing disaster. The real trouble begins when small mistakes,…

The Free Financial Advisor · Aug 1

7 Bank Verification Triggers That Can Delay Access to Your Own Money

A bank account can feel like a simple doorway to your money, until a security review suddenly puts a temporary pause on that access. Banks use verification steps to help protect customers from fraud, but those checks can create frustrating moments when legitimate transactions need extra attention.

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The Free Financial Advisor · Jul 31

Social Security Now Requires Electronic Benefit Payments for Most Recipients

The days of waiting beside the mailbox for a Social Security check are quickly becoming a thing of the past. Social Security is moving most recipients to electronic benefit payments, meaning monthly benefits will arrive through direct deposit or another approved electronic method instead of traditional paper checks.

The Free Financial Advisor · Jul 30

7 Private Student Loan Complaint Records Families Should Keep Until the Balance Is Cleared

Private student loan problems can feel like a maze filled with confusing emails, changing representatives, and paperwork that seems to multiply overnight. Keeping the right complaint records gives families a clear trail when questions about payments, account details, or lender communications pop up.

The Free Financial Advisor · Jul 30

Home Insurance Renewal Changes Retirees Can Challenge or Compare

Retirees facing a surprising home insurance renewal notice do not have to simply accept a higher bill without a closer look. A renewal packet can feel like a mystery novel written in insurance language, but homeowners can review changes, ask questions, compare options, and challenge errors that affect their coverage…

The Free Financial Advisor · Jul 29

IRS Whistleblower Program Has Recovered More Than $8 Billion and Paid Over $1.4 Billion in Awards Since 2007

The Internal Revenue Service is recognizing National Whistleblower Day by highlighting the success of its Whistleblower Program, which has helped recover more than $8 billion in taxes, penalties, and other amounts since the program began in 2007. During that same period, the IRS has paid more than $1.4 billion in…

The Free Financial Advisor · Jul 29

New Hampshire Marketplace Enrollment Details Residents Need Before August 10

Health insurance deadlines rarely generate much excitement, but this one deserves attention. New Hampshire residents who enrolled in certain health plans after misleading marketing may have a limited opportunity to switch into comprehensive Marketplace coverage before the August 10 deadline.

The Free Financial Advisor · Jul 29

6 Form ADV Details Investors Can Compare Before Choosing an Adviser

Picking a financial adviser often feels a little like shopping for a used car. Every brochure sparkles, every website promises personalized service, and every smiling headshot projects confidence. Fortunately, investors do not need to rely on polished marketing alone because registered investment advisers file Form ADV with the SEC, creating…

The Free Financial Advisor · Jul 28

IRS Issues Correction to Updated Qualified Domestic Trust Regulations Under Section 2056A

The Internal Revenue Service has published a correcting amendment to recently finalized regulations governing Qualified Domestic Trusts (QDTs) under Internal Revenue Code Section 2056A. Published in the Federal Register on July 24, 2026, the amendment makes technical corrections to final regulations issued earlier in the month and became effective immediately…

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