Articles

13 Jul 2016 For Social Security Benefits, Timing Is Key

When to begin receiving Social Security benefits is one of the most frequently asked questions among those nearing retirement. The answer is complicated because there are so many factors involved, some of which are not easy to quantify or predict. For instance, you’d have to...

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07 Jul 2016 Life without cable TV

Something occurred to me during my monthly flight from San Francisco to Baltimore this past August. I was coming back to my seat from the back of the pane. As I walked down the aisle, I noticed that about 75% of passengers had a tablet...

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06 Jul 2016 Tips on Taking Over a Family Business

Taking over a family business combines two of the most important parts of our lives — family and work — in a potentially volatile process that can affect relationships and keep the transition from being as smooth as it could be....

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27 Jun 2016 The Internet is a Dangerous Place

You know it and I know it. The Internet is a dangerous place. It can help us do wonderful things not imagined a generation ago. But with the internet rewards come risk and that risk is getter worse....

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14 Jun 2016 Tax-Reduction Tips for Small Businesses

Small businesses face many challenges, especially in the early days, including developing a product or service, targeting it to the right market, hiring the right employees and keeping expenses under control. Meanwhile, taking the right approach to taxes is a crucial factor that sometimes is...

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19 May 2016 MONEY “DATES”

The idea of “Money Dates” has recently resurfaced in my mind. I was having a discussion with my husband about our finances. We had just re-balanced our portfolio, with the help of our advisor, Jim Ludwick!...

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