Double Double, Toil and Trouble – Social Security Taxation
“Double, double toil and trouble; fire burn and cauldron bubble.” That’s what the witches in Shakespeare’s Macbeth chant. Taxpayers could...
Talk Yourself Into A Pass Using Your Cellphone’s Voice Memo for More Points on CFP® Exam
A great way to maximize your CFP® study time is by using voice memo on your cell phone to record key facts you need to memorize. Follow...
BTW – HSA’s R Gr8! The Benefits of a Health Savings Account
Acronyms have been around for a long time. Pontius Pilate used the acronym INRI on Jesus’ cross. It stood for Iesvs Nazarenvs Rex...
The Importance of 35 in Social Security Planning
If I’ve answered the question once, I’ve answered it 35 times! Many clients are under the misconception that their Social Security...
MyRA and the American Dream
What can an employee do when his or her employer offers no retirement plan? For wealthier, knowledgeable investors, a personal financial...
The Rumors of My Death are Greatly Exaggerated – Let’s Not Bury Social Security Yet!
When working with clients on financial planning, you can expect them to ask this question – Can we count on Social Security? Although...