2003 Compliance Retirement 
Brown Advisory
JANUARY 20, 2023
We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.
Carson Wealth
JUNE 10, 2024
Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. An aging population, with more people retiring and leaving the labor force every day, can also make the numbers noisier. MAY”be we have a positive signal from the strong May. Did you see what I did there?
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Brown Advisory
JANUARY 20, 2023
We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.
Steve Sanduski
OCTOBER 23, 2024
Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. Eric is also the author of Don’t Retire… Graduate!: Building a Path to Financial Freedom and Retirement at Any Age.
The Big Picture
DECEMBER 6, 2022
It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. BERRUGA: This is 2003. RITHOLTZ: So you move here from Spain. BERRUGA: Yeah.
Good Financial Cents
AUGUST 12, 2023
If you’re looking for more passive income ideas, click below: 31 Passive Income Ideas Purpose and Importance The purpose of passive income is broad, spanning from financial cushioning to the possibility of early retirement. For instance, rental income may be subject to specific property tax rules.
The Big Picture
MAY 9, 2023
And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. RITHOLTZ: They just became distressed.
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