You probably already know where you’re going for Thanksgiving and Christmas this year. And you’ve probably already decided how much of Aunt Jennie’s secret turkey stuffing you can eat without having to overdose on Tums for relief. But have you done your tax homework with your accountant or CPA to find out if there’s anything […]
“Now” is the Time!! Read More »
OK, so I took a little time off this summer from my studies of the Certified Financial Planner program at Boston University. But the good news is that I only have 2-remaining modules; Estate Planning, and Retirement Planning, and am still on track to finish the education portion by mid October 2011. My, how a
Imagine the following: You’re riding your bicycle down the street on a pleasant Saturday morning. The birds are chirping, the temperature is a California perfect 78, and you’re already looking forward to the nice dinner you have planned at your favorite restaurant this evening. While these wonderful thoughts and endorphins are running through your head,
Underinsured Tragedy Read More »
Let’s address this perpetual issue again….and yet, again. You go to work on Monday and you find yourself surrounded by your colleagues at break/lunch time. It seems everyone is venting a laundry list of their irks and tribulations of family life, school, and those darn taxes and insurance premiums; while some are talking about the
