Social Security Basics
In 1935, President Franklin Roosevelt signed the Social Security Act, which provided a nationwide retirement and social welfare program for the first time. Since then, Social Security has grown to become…
The Death of Equities — 33 Years Later
Does this sound familiar?
The ABC’s of Deducting Losses in Variable Annuities
The mechanics of doing so are tricky.
Do You Hold Title Correctly for Your Real Estate?
Property title questions during financial planning interviews often draw blank stares. Yet, understanding the differences among tenants-in-common, joint tenancy and community property is important for creditor protection issues, estate planning,…
Helping or Spoiling?
That’s the question a parent must ponder when an adult child asks for financial assistance. One of the greatest parts of being a parent occurs when you become a grandparent. So, it is…
