Annette Di Bello, CPA/PFS, CFP®

Banks Are Becoming Bulwarks for Vulnerable Seniors

www.nytimes.com/2026/02/28/h...

How AI Is Making Life Easier for Cybercriminals Phishing and other cyber scams are becoming bigger, more targeted and more convincing.

www.wsj.com/tech/cyberse...

Think the Supreme Court sent you a letter? Social Security watchdog has a warning for you. A new scam involves fake letters that appear to be from U.S. Supreme Court Chief Justice John Roberts — but it's a ploy to trick seniors, agency warns.

www.cbsnews.com/news/social-...

Key tax provisions in the House’s One Big Beautiful Bill Act We are writing to inform you of significant developments in federal tax legislation. On May 22, 2025, the House of Representatives passed H.R. 1, the “One Big Beautiful Bill Act,” a sweeping $3.8 tril...

dibellofinancialinc.com/blog/f/key-t...

Women are getting wealthier — and they don't invest the same way as men Women are much more risk-aware and are less likely than men to invest emotionally, says Anna-Sophie Hartvigsen, the cofounder of Female Invest.

Women are much more risk-aware and are less likely than men to invest emotionally, says Anna-Sophie Hartvigsen, the cofounder of Female Invest.

Attending the AICPA Engage 2025 conference in Las Vegas was a remarkable experience that underscored our unwavering commitment to continuous education and professional development. This event served as a hub for innovative ideas and cutting-edge trends in the financial landscape. #taxsky

Why T-Bills Are the Hottest Bond ETFs This Year Treasury-bill ETFs are rapidly gaining in popularity and challenging money-market funds and bank deposits as a place for retail investors to park cash.

These Are the Hottest Bond ETFs This Year—and for Good Reason www.barrons.com/articles/t-b...

I won’t be going to those conferences. But I go to the Engage one every year. Next year!

We were also at the conference. Next year, we should meet up, fellow Abruzzese!

I was thinking of attending that session but went to another one instead. I’ll watch it later when they come out on video. It was a great conference all and all!

Accountants and lawyers team up to fight Trump tax provision Professional services groups say they are unfairly targeted in Republicans’ ‘big, beautiful bill’

on.ft.com/44f3bLw Accountants and lawyers team up to fight Trump tax provision #taxsky

Accountants Finally Get the Sequel to Their Favorite Film: ‘The Accountant’ CPAs are geeked for the morale boost that only the bean-counting badass in the movie can provide; ‘It’s our ‘John Wick.‘’

www.wsj.com/arts-culture...
#taxsky

My grandparents came from Pennapiedimonte, a small village in the Chieti comune of Abruzzo. It’s beautiful there.

My family is also from Abruzzo!

How the IRS layoffs could affect audits and refunds during tax filing season Thousands of IRS employees have lost their jobs as part of DOGE's spending cuts, and the layoffs could affect essential agency functions during tax season.

www.cnbc.com/2025/04/11/h...
#taxsky

Gold Has Gone Through the Roof. Retirees Should Keep a Lid on It. Investors are flocking to the precious metal as a haven against trade turmoil and other market pressures. Don’t get carried away.

www.barrons.com/articles/gol...
Don’t put all your eggs in the golden basket

Why Cutting Corners on Your Taxes This Year Is a Bad Idea Yes, the IRS is shrinking. But it is far from toothless—and the cost of getting caught has gotten higher.

www.wsj.com/personal-fin...

Why Toll Text Scams Are Out Of Control YouTube video by CNBC

youtube.com/watch?v=g-gA...

A Guide to Doctors’ and Lawyers’ Favorite Retirement-Savings Plan Readers had questions about cash balance plans after a recent Journal story, and we have answers.

www.wsj.com/personal-fin...

‘It’s a Heist’: Real Federal Auditors Are Horrified by DOGE WIRED talked to actual federal auditors about how government auditing works—and how DOGE is doing the opposite.

www.wired.com/story/federa...
#taxsky

Steve Liesman perfectly sums up every one of us that are losing our 401k, retirement etc

‘At Risk Of My Job’: CNBC Reporter Sounds Alarm On 'Insane' Trump Move "There is just no other way of describing it," said Steve Liesman.

www.huffpost.com/entry/cnbc-r...

Inside Trump’s War on the I.R.S.: Dropped Audits and a Skeleton Staff President Trump is planning to gut the work force while trying to turn the I.R.S. into a more political agency.

www.nytimes.com/2025/03/10/u...
#taxsky

The Retirement-Savings Weapon Doctors and Lawyers Use to Build Wealth Doctors, lawyers and accountants have 401(k) plans. But many have another retirement-saving weapon, too. It is called a cash balance plan, and it lets people save up to about $3.6 million on top of a ...

www.wsj.com/personal-fin...

Buying a Home? Without the CFPB, You Need to Be Your Own Watchdog. The C.F.P.B. had kept a close eye on mortgage lenders. But with the bureau hobbled, consumers should take several steps, starting with shopping for the best mortgage rates.

www.nytimes.com/2025/03/07/y...

What Steps Can You Take to Avoid Cyber Fraud? YouTube video by Charles Schwab

youtube.com/watch?v=D6-n...

"Love and compassion are necessities, not luxuries. Without them, humanity cannot survive."
- Dalai Lama

Sweet dreams 🦋

Trump Administration Pushes to Slash I.R.S. Work Force in Half Losing half of its employees would severely strap the I.R.S., meaning Americans may have to wait longer to receive tax refunds.

www.nytimes.com/2025/03/04/u...
#taxsky

With the CFPB on Pause, Here’s How to Protect Yourself Rules on bank and credit card fees, medical debt and payment apps are in limbo. One thing you can do is carefully check your financial statements, one expert says.

www.nytimes.com/2025/02/28/y...
#taxsky