12/1/14 – Hit the Roth, Jack

A friend of mine (let’s call him Jack) recently stated that since I'm constantly bloviating about Medicare surcharges, I should explain how he might be impacted when he retires. "Help me understand how this ‘savings trap’ will affect me and give it to me straight," he said solemnly. "I wouldn't have it any other way," [...]

By | 2014-12-02T20:18:13+00:00 December 2nd, 2014|Client Conversations|0 Comments

10/30/14 – Rollercoasters

A new experience for me was taking my family to opening night of the local fair. In case you were wondering, the fair allows visitors to enjoy an up close experience with farm animals and their respective odors. We stood in long lines to see pigs, cows, sheep, chickens, and Clydesdales. They even had pig [...]

By | 2014-12-02T20:14:24+00:00 December 2nd, 2014|Client Conversations|0 Comments

9/30/14 – Underneath It All

Underneath it all, sometimes we take things for granted. The other day a friend stopped by the house to chat with my wife and me before I headed off to the office. We talked, laughed, gossiped a bit, and then I looked at my watch. A little late for my meeting! I grabbed my briefcase, [...]

By | 2014-12-02T20:11:10+00:00 December 2nd, 2014|Client Conversations|0 Comments