Entire books have been written about the Social Security system and its rules, processes and idiosyncrasies. It is truly a very complicated system and almost impossible to understand, let alone to wade through the vast intricacies of its rules and procedures. Anyone who has reached the age to collect knows you are well paid for…Read more
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After doing this for more than 3 decades, I've had the pleasure of meeting thousands of wonderful people that span 2, 3 and 4 generations of the same family. Many times, the issues of "intergenerational planning" come up: the act of financial planning that spans multi-generations in the same family. You'd be surprised (or maybe…Read more
I recently was watching TV and saw a commercial for a very large and well known tax preparation firm. At the end of the commercial, the theme song for the tax service was the song from Donald Trumps "The Apprentice." Now I ask you... do you really want to hire a tax preparer whose theme…Read more
From the time we are just wee tots, most of us were trained to save. When I was in elementary school just a few years back (?) we were encouraged to save by way of a savings account that was set up within the school system. Every week, we took 15 minutes to fill out…Read more
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