In November, I am hosting an intimate open forum for my clients, family, and friends who would like more information regarding Wills and Trusts, and how they can ultimately affect their family’s estate. An Estate Planning attorney at this seminar will provide straight answers to all the questions, mysteries, and myths you’ve heard about Family […]
The Internal Revenue Service (IRS) can be downright nasty, mean, and somewhat unfair to normal law abiding tax payers who unintentionally miss or forget to withdraw a certain amount of money from their retirement accounts. I’m talking about a 50% penalty assessment (one of the highest in the Internal Revenue Code ‘IRC’) just because someone
How well do you really understand risk? As a financial planner helping clients to invest their life savings appropriately, I know a thing or two about risk. What I have found over the years is that people generally cannot measure, assess, and/or address risk in a manner that makes logical sense. I imagine that if
Dangerous Comfort Zone Read More »
“Oh look at that honey, the Joneses just got a new Mercedes Benz!” “Did you hear that the Smiths booked a 14-day private charter cruise in the Mediterranean with 3-of their friends?” “Have you seen the size of the rock on Michelle’s finger?” At one time or another, we’ve all played victim to the emotional
Keeping up with the Joneses Read More »
