The following is a multi-part blog series providing helpful information to protect and pass on your digital assets. Guidance for your digital estate plan The law referenced in last week’s blog adopts a three-part approach to determine how heirs and or executors can access online accounts after one’s death. The good news is those three […]
Your Digital Assets Part 2 Read More »
The following is a multi-part blog series providing helpful information to protect and pass on your digital assets. Who would have thought your online presence, your digital assets, might have value? And how do you dispose of your online assets or pass them on to your heirs upon you untimely demise? There are two types
Your Digital Assets Part 1 Read More »
Here is an Eye Opener! If you have a child over the age of eighteen, your child is considered an adult. That is an obvious statement. And you are probably thinking, “Tell me something I do not already know”. Well, here it is. If your “adult” child is off to college away from home, on
HIPAA and Your \\\”Adult\\\” Child Read More »
See how my video compares to Fox Business’ video news segment. In the last two month’s I have been running an advertisement on Facebook. I have a video of myself comparing many people who are betting on the lottery for their financial future versus planning a financially sound future. If you go to the following
Don’t Rely on the Lottery for Your Financial Plan Read More »
Over the years of my career I have had clients discuss with me their desire to invest in real estate. In most cases rent houses and or duplexes. For those of you who do not know I have owned rental properties and have had my fair share of experiences both good and bad. I the
Rules to Live by When Investing in Real Estate Read More »
After much time and effort, I have had a video created to explain in detail how tax qualified retirement plans are built. I hope you will find helpful to better understand which retirement plan is right for your business. If you are an employee, it will help you better understand how your plan operates and
How a Retirement Plan is Built Read More »
There are many of you who still contribute to your IRA annually. And there are those of you who continue to contribute to your IRAs whose income falls in and around the Modified Adjusted Gross Income Limit. This is the IRS limit where the taxpayer that is covered by an employer sponsored retirement plan begins
Do Not Forget to Mention Those Nondeductible IRA Contributions to Your Tax Preparer Read More »
We are very busy in our day to day lives and day to day tasks. We easily ignore the many risks we face. Have you thought of what would happen if a pipe or water heater busted and flooded your home, or in my recent case one of my office suites? Do you have the
Are you Prepared for Disaster? Read More »
Yesterday one of my office tenants showed me the following spoofed email. I guess I might ought to define what I mean by the term Spoof. Spoof – defined: 1. Imitate (something) while exaggerating its characteristic features for comic effect. “It is a movie that spoofs other movies.” 2. Hoax or trick (someone). “they
Beware of Spoofed Emails and Spoofers Read More »
I was recently paid a compliment by a client. The complement (It) was much appreciated. I thought I would share the details surrounding the conversation. When the price of oil plummeted two years ago I decided it would be a great opportunity to purchase many high dividend energy stocks at a deep discount. And due
A Client\\\’s Compliment Read More »