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The Latest Breaking News from The Free Financial Advisor

IRS Issues New Guidance on Expanded Paid Family and Medical Leave Tax Credit

The Department of the Treasury and the Internal Revenue Service have issued official guidance on an expanded employer tax credit for paid family and medical leave (PFML), according to an announcement from the two agencies. The guidance, published as Notice 2026-28, addresses changes made under legislation called the Working Families…

The Free Financial Advisor

New York Attorney General Warns of Gold Bar Scam That Has Cost Victims More Than $100 Million

New York Attorney General Letitia James issued a consumer alert on August 7, 2026, warning New Yorkers about an increasingly common fraud known as the “gold bar scam,” which disproportionately targets older adults.

The Free Financial Advisor

Government Imposter Scams: How to Verify an IRS, SSA, or Medicare Contact

A call from the IRS, Social Security Administration, or Medicare can grab attention fast, especially when the caller claims something needs fixing today. The good news: an official-looking message does not automatically mean a scam, but a convincing voice, familiar agency name, or official-looking number does not prove legitimacy either.

The Free Financial Advisor

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What Happens to a Joint Bank Account When One Owner Dies?

A joint bank account can look like the ultimate financial shortcut. Add a spouse, adult child, or trusted relative, and suddenly someone else can pay bills, access money in an emergency, or step in when managing finances becomes difficult. The trouble starts when everyone assumes that adding a name to…

The Free Financial Advisor

6 Medicare Premium Surcharges That Can Follow a High-Income Year

A high-income year can come with an unexpected Medicare sequel. Earn more today, and Medicare may use that income later to decide that future Part B and Part D premiums should cost more.

The Free Financial Advisor

5 Retirement Plan Fees That Look Small Until You Calculate the Long-Term Cost

A retirement account can resemble a well-packed suitcase before a long vacation. Everything looks neat, organized, and ready to go. Then a handful of tiny items somehow take up far more space than expected. Retirement fees work the same way. They often appear harmless on a statement, yet years of…

The Free Financial Advisor

Homeowner Assistance Before September: How to Check What Is Still Available

Summer has a funny way of making everything feel less urgent. Vacations, backyard barbecues, and longer evenings often push paperwork to the bottom of the pile. Then September arrives, budgets tighten, heating bills creep closer, and suddenly everyone wishes they had looked into assistance programs a few weeks earlier.

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Tax Records You May Be Throwing Away Too Soon

Tax season ends, the refund arrives, and suddenly that stack of paperwork looks like clutter begging for a trip to the recycling bin. It feels satisfying to clear the desk, but that quick cleanup can create a frustrating headache months or even years later. Some tax records deserve a much…

The Free Financial Advisor

5 IRA Contribution Errors That Can Trigger Extra Tax

An IRA can be one of the most useful tools for building retirement savings, but a small contribution mistake can turn a smart money move into an unwanted tax headache. The IRS sets annual limits and eligibility rules, and missing those details can create extra paperwork, penalties, or tax complications.

The Free Financial Advisor

What to Know About Social Security Claiming Assumptions That Can Distort a Retirement Plan

Social Security planning often starts with a simple question: when should someone claim benefits? The tricky part comes when a retirement plan relies on assumptions that no longer match current rules, cost-of-living adjustments, or the long-term outlook for the program. A small misunderstanding can create a much bigger ripple effect…

The Free Financial Advisor

Money Transfers That Can Lead to Extra Verification From Your Bank

Sending money feels simple. A few taps on a banking app, a quick confirmation screen, and the funds move toward their destination. Yet behind that convenient experience, banks use fraud prevention systems and account monitoring tools that can take a closer look at certain activity.

The Free Financial Advisor

What Happens If You Miss a Medicare Enrollment Deadline?

Medicare enrollment deadlines can feel like a calendar trap, especially when retirement brings a mountain of paperwork, appointments, and decisions. Missing one important date can lead to delayed coverage or extra costs, but knowing the rules can help avoid expensive surprises.

The Free Financial Advisor

What to Know About Identity Verification Requests That Are Legitimate—and 4 That Are Not

Identity verification requests have become a normal part of modern life, from opening bank accounts to recovering online access. The tricky part comes when a message, phone call, or email asks for personal details and leaves people wondering whether the request protects their identity or puts it at risk.

The Free Financial Advisor

7 Tax Breaks Older Adults May Qualify for in 2026

Tax season in 2026 brings several opportunities older adults may want to explore before filing. New rules and inflation adjustments could create additional deductions, but every taxpayer’s situation looks different, so eligibility matters more than headlines.

The Free Financial Advisor

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Retiring Soon? These Tax Withholding Choices Can Lead to an Unexpected IRS Bill

Retirement can feel like a fresh financial chapter, but taxes have a funny way of tagging along like an uninvited guest at a backyard barbecue. New retirees often discover that their income sources have changed, and their old tax routines may no longer fit the new reality.

The Free Financial Advisor

6 Mortgage Payment Problems That Start With a Servicer Change

A mortgage servicer change can feel like a surprise guest showing up and rearranging the furniture. The payment address changes, the website looks unfamiliar, and suddenly a routine monthly task feels like a puzzle.

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

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.

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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

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

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

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

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

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

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…

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