An article by Alex Padalka in the December 21st Financial Advisor IQ newsletter talked about how Wells Fargo is incenting its more experienced advisors to move clients with under $65,000 to trainees. The idea is for advisers to have a…
It happens to the most contentious of us. We say we won’t go overboard on holiday spending (and, let’s face it, eating), but we get caught up in the moment. Or, your kid asks for something at the last minute…
Thanks to alert reader and good friend Cameron Morgan of A&I Financial for sending me another good recap of the new Social Security rules. Again, the new rules affect people who intended to use the File and Suspend method…
Happy New Year! As a financial planner I have some hopes for your 2016 to pass along. May you find joy in the free (or very inexpensive) things in life – sunsets, walks with your dog, a home cooked dinner…
“Mail your packages early so the post office can lose them in time for Christmas.” – Johnny Carson “Christmas is the season when you buy this year’s gifts with next year’s money.” – Author Unknown “Santa Claus has…
Since this blog will be going out near Christmas, I’m going to skip the heavy mental work and provide you with a heavy recipe instead. They are addictive, high fat, and by the time you buy all of the butter and…
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