There was a great line from the movie, Network … “I’m mad as hell and I am not going to take this anymore.” That line is very fitting for me because I am mad! A few months ago, I wrote an wrote an article on IRS tax scams in which people are called and informed that they owe back taxes. I advised my clients to hang up the phone, because …
So, When Are You Going to Retire?
Wow, again this week, one of my clients asked me that question. Holy moly, do I look that bad? I ran to the mirror to get some sort of reading that decrepitude had taken over. Nothing has really changed since I looked in the mirror. No sudden hair loss, sagging jowls or precipitous hair growing from my ears… something that would lead someone to …
The Secret to Staying Relevant with Kids and Grandkids
Can you imagine if, today, Alexander Graham Bell picked up the phone to call his kids and had to leave a message for them? Leaving messages on the phone for our kids or grandkids is the proverbial whistling in the wind. No one hears it. A few months ago, I talked about the importance of being relevant. What I didn’t talk about was how to …
When Sunshine Isn’t Free
Have you always believed that sunshine is free? Isn’t it a gift to feel the sunrays touch your face? Maybe, or maybe not, especially when those sun rays are connected to solar panels sold to my clients by fraudsters. Here is the pitch: Are you fed up with the high cost of energy? Tired of paying exorbitant fees to the energy company? Lower …
Perambulating for Health
My father liked to write letters, stories or words of wisdom. Most of the letters he wrote were to politicians, presidents especially, with recommendations. After he wrote these letters, he threw them away because this was his way of venting. Feeling nostalgic recently, I looked through some of his papers and found a letter that he did not throw …
Ask The Grandkids
I had an interesting client this week… We spoke about issues concerning her estate planning, and after our appointment, she proudly displayed her brand-new cell phone to show she was ‘hip’ to technology. (“Hip” is a word used during days of Elvis—meaning we’re cool – apparently, it’s making a comeback, but I digress). In any event, she was now …