Ok, this is NOT a myth. These steps come verbatum from the ever-helpful IRS. RS Security Awareness Tax Tip Number 3, December 7, 2015 Español The theft of your identity, especially personal information such as your name, Social Security number, address and children’s names, can be traumatic and frustrating. In this online era, it’s important …Read More
The title of this post isn’t a myth. It’s true. You can wait until age 62. It’s just a bad idea. If you are 50, you may still have time to start working on an ideal cash flow plan for your 60’s & 70’s. I know. So much can change over 10, 20 years. And a …Read More
I want to remind you again, especially with this title, that the titles of these posts are myths.A recent article in Financial Planning Magazine detailed the red flags that regulators look for to catch and prevent financial abuse of seniors. Here they are, summarized by me: Taking too much risk with the senior client’s money …Read More