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SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to responsibly impact society.

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As director of planned giving for the University of Memphis, I am privileged to talk with people not just about their giving, but about why they give and how they want to be remembered.

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“What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their money as their top anxiety.

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For many, the holiday season sparks the spirit of giving – not only among family and friends, but to those living in need and the organizations working to help them. If you’re committed to helping improve the lives of others in your community, it may mean thinking long-term.

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The health care landscape in America is ever-changing and often confusing. It’s hard to know exactly what health insurance covers, eligibility requirements, how to access government subsidies and even when to pay penalties.

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WASHINGTON – U.S. Transportation Secretary Elaine L. Chao today announced that the Department will award $157 million in airport infrastructure grants to 34 airports in 19 states, plus the U.S. Virgin Islands. This is the sixth allotment of the total $3.18 billion in Federal Aviation Adminis…

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The Better Business Bureau of the Mid-South (BBB) is warning consumers about two local apartment complexes that have earned F ratings from BBB due to unanswered and unresolved complaints from their tenants. In addition to sending individual complaints to the companies, BBB sent each company …

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Financial exploitation (FE) in older adults is the “illegal taking, misuse, or the concealment of funds, property or assets of a vulnerable elder,” according to the National Center on Elder Abuse, and poses a serious public health problem.

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With Memphis City Council elections coming up in October, it is a good time to call on candidates to pledge to drop the unfair practice of declaring that actions of the council are not final until the minutes of a meeting are approved.

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A Certificate of Deposit, commonly referred to as a CD, is a financial product that is offered by banks and credit unions, which makes them a secure and safe place to keep money that you aren’t planning to spend anytime soon. To initiate a CD, there is usually a minimum amount you need to deposit.

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Shelby County had a better than usual growth in its property tax base this year, according to assessed value figures reported by Property Assessor Melvin Burgess’ office.

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An in-depth investigative study by the Better Business Bureau (BBB) finds that fraudulent consumer goods are ubiquitous, difficult to tell apart from the legitimate products they are counterfeiting, and stem from a large network of organized criminals and credit card processing mechanisms th…

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Weighted average daily attendance (ADA) numbers for this school year will again result in a shift in county funding from Shelby County Schools and other publicly funded schools in the county district to five of the six suburban school systems.

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When creating a will, there’s one question that each of my clients has in common. That is: “What do I do with my stuff.”

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Construction has begun on Avenida Watermarq at Germantown, a new lifestyle community of apartment home residences for adults 55 and older.

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It is important to have a plan for your retirement, but where should you begin? The first step that you should take is to estimate the income that will be required to fund your retirement. However, it is not as easy as it sounds since retirement planning is not an actual science. Your needs …

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The Instagram message seemed to come from an old classmate. But it wasn’t an old classmate at all. It was a scammer trying to get chummy in order to steal money from the Olive Branch woman she was targeting.

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Memphis University School supporters Dot and Bill Halliday planted a seed for the future when they decided to support the school with a longer-term endowment years before they died.

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Known variously as planned giving, gift planning or legacy giving, it is a method that allows people to make larger philanthropic gifts than they could make from ordinary income.

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Do you have an email account? Are you on social media? If you answered yes to either of these questions, chances are you’ve been sent a link to a crowdfunding site to support an individual, organization or cause. Crowdfunding sites such as GoFundMe, YouCaring, Kickstarter, and Fundable all a…

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Fraudsters and scammers come at us from every angle - email, social media, phone calls, etc. -- and at times it can be very hard to determine what’s legitimate and what’s not. Here are some tried and true methods to keep your accounts and other personal information out of the hands of frauds…

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Whenever you read about important topics like long-term care, health care or retirement, you’re likely inundated with facts and numbers. The cost of care, the likelihood you’ll experience various diseases, how much you’ll need in retirement to live and pay for care — these are some facts you…

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Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you.

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Seniors got a little good news last fall. It will help retirees out, but it will not help them get ahead.

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CNN's Zain Asher has the day's top business headlines after the closing bell on Wall Street. (February 21, 2020)

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MoneyTips

To pay someone to figure out how much you have to pay the government seems like adding insult to injury. For many taxpayers, there's an easier way.

Formed in 2003, IRS Free File is the product of a partnership between the Internal Revenue Service and a group of twelve online tax software suppliers that form the Free File Alliance – including such familiar names as TaxSlayer and H&R Block. Free File was intended to increase electronic filing by making the process easier for a greater number of Americans. Both the tax preparation and the e-filing process are free. "You don't have to be an expert on taxes," says IRS Commissioner John A. Koskinen. "Free File software can help walk you through the steps and help you get it right."

Over 56 million tax returns have been filed through the Free File system to date. You can use the Free File software if your Adjusted Gross Income (AGI) was...

6 Tax Filing Myths Debunked

Should You Use Tax Preparation Software?

Comparing Tax Preparation Software

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DES PLAINES, Ill., Feb. 20, 2020 /PRNewswire/ -- Despite being fourteenth in total population, Arizona leads the nation in auto glass claims, according to the National Insurance Crime Bureau (NICB).

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CNN's Zain Asher has the day's top business headlines after the Closing Bell on Wall Street. (February 20, 2020)

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MoneyTips

If you're a traditional employee, every year you receive a W-2 form from your employer that records your earnings for the year and the amount of taxes withheld from those earnings. IRS 1099 forms are complements to the W-2 form for non-traditional employee relationships. They are generally designed to record sources of income that have not been subjected to withholding – in other words, sources where an employer has not already paid the corresponding taxes.

If you are self-employed, you know the IRS form 1099-MISC that reports payments made to you over the course of the year. However, there are many different types of 1099 forms – and not all of them increase your tax bill.

SSA-1099 – Your Social Security benefits are recorded here. No more than 85% of your benefits can be s...

How Seniors Should Handle A 1099-C

Top 12 Mistakes To Avoid In Tax Planning

Do You Qualify For An Earned Income Tax Credit?

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CNN's Zain Asher has the day's top business headlines after the Closing Bell on Wall Street. (February 19, 2020)

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MoneyTips

Like most Americans, you probably want to get through your taxes as quickly as possible. Since the Tax Cuts and Jobs Act (TCJA) was passed in 2017, fewer of us will itemize, and those who do may find fewer deductions available. However, do not rush through your return so quickly that you simply take the standard deduction and ignore deductions that can bring you a healthy refund. Consider these commonly overlooked tax deductions.

1. Charitable Contributions – You may not feel that you give enough to charity for it to matter, but every little bit helps when itemizing deductions. Any gift to a qualifying charitable organization may be deducted. The IRS website has an online search tool to verify the qualified status of any organization, but the receiving organization should be able to provide you with proof. For tax year 2019, you may deduct donations worth up to 60% of you...

Only 25% Of Americans Know This Simple Tax-Savings Trick

Trump Tax Plan Could Affect Housing Market

Giving to Charitable Foundations

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UK company Bio-bean turns spent coffee grounds into a range of sustainable, bio-based products - including Coffee Logs for domestic use and biomass pellets used in industrial applications.

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The Chinese government announced that it would revoke the press credentials of three Wall Street Journal reporters, the largest expulsion of overseas media from the country in more than three decades.

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CNN's Christine Romans has the day's top business headlines before the Opening Bell on Wednesday, February 19.

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CNN's Zain Asher has the day's top business headlines after the Closing Bell on Wall Street. (February 18, 2020)

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PHOENIX, Feb. 18, 2020 /PRNewswire/ -- RRA Capital, a Phoenix-based investment manager focused on short-term commercial real estate debt, closed its first round of funds to new investors after receiving a $20M commitment in the final close. Oak Street Real Estate Capital, a Chicago-based private equity real estate firm made the investment that incorporates a $20 million commitment to RRA Capital's Credit Opportunity and Credit Income Fund I, as well as a planned commitment towards the launch of RRA Capital's successor commercial real estate debt fund launching in mid-2020. The funds target middle-market, short-term financing spanning senior position and mezzanine debt as well as preferred equity on value-add and distressed assets nationwide.

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TUCSON, Ariz., Feb. 18, 2020 /PRNewswire/ -- CBOA Financial, Inc. (OTCMKTS: CBOF) (the "Company"), parent company of Commerce Bank of Arizona (the "Bank" or "CBAZ"), announced today that President and CEO John P. Lewis will retire from the Company and the Bank on April 21, 2021. Effective immediately and until his retirement, Mr. Lewis will serve in the role of Tucson Market President.

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President Trump says he is granting clemency to Michael Milken, the legendary bond king from the 1980s who served several years in prison for violating securities laws and has since become a prominent philanthropist.

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MoneyTips

Every direct employee of a company should receive a W-2 form in January. The W-2 is the base document that defines your tax obligations, so it is important that you review and understand yours. However, some people are confused by some of the form's numbers — for example, why the wage listed on a W-2 form does not always match their salary — and simply fill in the information from each box into their tax forms without giving it a thorough review to verify that the information is correct.

Employers can and do make mistakes on W-2s, and these errors can cost you money as well as time and effort to correct downstream tax ramifications. Let's take a look at the W-2 form in a bit more detail.

Understanding Your W-2 Tax Forms

First, verify the pertinent baseline information in the spaces labeled with letters, namely your Social Security number and both addresses (yours and your employer's). Assuming that's correct, look at the block of eight boxes in the uppe...

No W-2 Tax Form? What To Do

What To Do If You Are Audited

Getting The Jump On April 15