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Monthly Archives: January, 2009

Sometimes You HAVE to Ignore the Right thing to do! I Cancelled my Bank of America Credit Card Today

I almost never lose my temper with customer service reps, and it usually gets me what I want or at the very least closer...

WSJ Follows up on Suspended Required Minimum Distrubtion for 2009

I briefly mentioned in my Article about Missing RMDs (Required Minimum Distributions) that RMDs were actually suspended for tax year 2009 (but remember not...

Did you forget your RMD this Year? All may not be Lost

One of the Planner's asked me an interesting question the other day, What can we do when someone doesn't take their Required Minimum Distribution? What are Required...

A Lesson (almost) Learned the Hardway

Warren Buffet is said to uttered the wise wise words, Never invest in a business you cannot understand Well the wife learned a real life personal...

Teach Your Children Well – Financial Education Starts at Home

Financial struggles and poor money decisions are the kind of thing you might not even wish upon your worst enemy. If you've been through...

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