In a sweeping move that sent shockwaves through the nonprofit sector, President Donald Trump issued a memo pausing federal funding for nonprofit organizations shortly after being sworn in as the 47th President. While the policy was temporarily halted by a court order, and ultimately rescinded by the White House, it [...]
Often you will hear investment advisors stressing the importance of a well-diversified portfolio. While the phrase can sound quite complicated, all it really means is that within your investment accounts it is usually wise to be invested in lots of different things so that if one company or industry falters [...]
Many of you have likely heard rumblings about changes that were made to Social Security in the final days of the Biden Administration. The Social Security Fairness Act, signed into law on January 5, 2025, eliminates two provisions—the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)—that previously disqualified millions [...]
Last week while meeting with a couple who were looking to get serious about their finances, one of them asked me for advice on how to cut spending from their budget without feeling it. I had to think about that for a little while because the reality is reducing expenses [...]
Last week, the Consumer Financial Protection Bureau (CFPB) announced a new rule that will exclude all medical debt from credit reports. According to the CFPB, this change will erase nearly $50 billion in unpaid medical bills from roughly 15 million Americans' credit reports and boost their credit scores by an [...]
Hopefully you all had a wonderful holiday season filled with many of the traditions you and your family enjoy. One new holiday tradition that I can do without however, is the threat of a government shutdown that seems to come back every December as Washington struggles to pass an annual [...]
After joining Stewardship Capital about 10 years ago, one of the first columns I ever wrote for the Examiner was a character study of Ebenezer Scrooge from the Charles Dickens holiday classic A Christmas Carol. In the column, I really analyzed Scrooge as the tragic hero he was, and not [...]
Last week we had Giving Tuesday. According to its official website of www.givingtuesday.org, Giving Tuesday was created in 2012 within the 92nd Street Y and its Belfer Center for Innovation & Social Impact in NYC. It now is an independent nonprofit inspiring millions to give, collaborate and celebrate generosity. According [...]
Have you ever been on the phone with a customer service representative for several minutes before realizing the “person” you are conversing with is actually just a machine? I recently had that experience, and it surprised me how authentic and genuine this robot was in mimicking actual human behavior and [...]
It has been a long tradition in the Examiner for Ronald Finke to write a column of Thanksgiving every year. It’s something I personally always look forward to, and perhaps many of you do as well. That’s why I was very excited to be granted the privilege of writing this [...]
