Your Digital Assets Part 2
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 i
Your Digital Assets Part 1
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
HIPAA and Your “Adult” Child
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 some
Don’t Rely on the Lottery for Your Financial Plan
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
Rules to Live by When Investing in Real Estate
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
How a Retirement Plan is Built
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 re
Do Not Forget to Mention Those Nondeductible IRA Contributions to Your Tax Preparer
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 Ad
Are you Prepared for Disaster?
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 f
Beware of Spoofed Emails and Spoofers
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. Imitat
A Client’s Compliment
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 plum
