An Enrolled Agent with over 30 years' experience providing common-sense tax, insurance and financial solutions. Married for over 45 years, having raised two sons, both married to girls named Carla. Go figure.
Thursday, December 12, 2013
Tuesday, December 10, 2013
Thursday, December 5, 2013
Tuesday, December 3, 2013
Monday, December 2, 2013
Tuesday, November 26, 2013
Tuesday, November 19, 2013
Thursday, November 14, 2013
Tuesday, November 12, 2013
Thursday, November 7, 2013
Thursday, October 31, 2013
Thursday, October 24, 2013
Wednesday, October 16, 2013
Sunday, October 13, 2013
Friday, October 11, 2013
Thursday, October 10, 2013
Friday, October 4, 2013
Thursday, October 3, 2013
Wednesday, October 2, 2013
Saturday, September 28, 2013
Friday, September 27, 2013
How a Pension Could Affect Social Security Benefits
How a Pension Could Affect Social Security Benefits
If you expect retirement income from a pension and Social Security, congratulations! These two income streams, along with your retirement savings, could put you on a comfortable financial footing. However, you might not be aware that your pension could affect your Social Security benefits.
Thursday, September 26, 2013
Wednesday, September 25, 2013
Wednesday, September 18, 2013
Friday, September 13, 2013
Teach Your Children Well
Teach Your Children Well
In a recent survey of Generation Z (ages 13 to 22), 39% of teens and young adults said they expect to receive an inheritance and therefore don’t need to worry about saving for retirement!
Thursday, September 12, 2013
Wednesday, September 11, 2013
Tuesday, September 10, 2013
Monday, September 9, 2013
Tuesday, September 3, 2013
Saturday, August 24, 2013
Friday, August 16, 2013
Thursday, August 15, 2013
Tax-Conscious Investing
The potential for taxes to claim a larger share of investment earnings means that many people might take advantage of opportunities to invest in tax-deferred retirement plans such as 401(k)s and IRAs.
Wednesday, August 14, 2013
A Will to Help Your Children
Half of Americans with children do not have a legal will to protect their families.¹ The most common excuses people give for not having a will are procrastination and the feeling that it is unnecessary.² If you have children, it is important to have a will, regardless of your financial assets.
Teach Your Children About Managing Money and Paying Taxes Before They Leave Home
According to a recent report released just this past Wednesday, it will cost a moderate-income, two-parent family about $241,080 to raise a child born last year to age 18, not including college expenses.* But if current trends continue, very little time or money will be spent—by parents or the education system—teaching the child about managing money and paying taxes before the harsh financial realities of life confront them.
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