I became deeply interested in the stock market back some 60 years ago.
Our class was given $ 1000 (no, not in real money) and we were to buy and sell stocks- even options (puts and calls)- over the course of a few months. The ones who had the most money at the end of the program would win an award.
Continue reading Financial Literacy
The last few blogs we discussed planning for the end of our lives. Because we never have a clue when that may come. (Here’s the first post on the series– and here’s the last. Five in total.)
Continue reading Dead as a doorknob?
You know the tax law has changed. And, for many of you, that means that itemizing is no longer an option. (If you are married, the threshold of deductions needed to itemize went from $ 12K to $ 24K- and you are limited to $ 10K for the TOTAL of your property taxes and state/local income taxes. Of course, you could do as I have done for many a client- filed separately for the first time in decades. Where the threshold is $ 12K- and you still have that 10K max for property/state/local taxes….)
Continue reading We covered death. Now, it’s time for taxes.
This is the fifth part of our series that started last Monday. On death, dying, and preparing for those days.
I bet you wonder why I didn’t add anything special to my blog this past Monday. After all, that was the day that America celebrated “President’s Day”. Having killed the holiday celebrating Abraham Lincoln (12th of February) and today (George Washington’s birthday) to combine them for one.
Advanced Medical Directives. Letter of Instructions. Last Will and Testament. All of those are important.
Continue reading Avoid Probate?
As we plan to keep ourselves and families whole should something happen to us, we need to consider yet another document. A Will. A Last Will & Testament. (This is part three of the five-part series that started on Monday.)
Continue reading The Will Leads the Way
In business- if you fail to plan, you plan to fail. But, when you are dealing with your personal life, if you fail to plan, other people get to make your decisions.
Continue reading The end is nigh?
When we reach a certain age, we wonder to whom and how we will give our possessions. But, the “Last Will and Testament” should not be our first focus. We really need a complete plan.
Continue reading When I get older, losing my hair…
We spoke on Wednesday about racism and White Privilege.
Continue reading Surprise- Your Preconceived Notions are Wrong
