Just happened upon this great review of The Power of Zero on the blog of the 2007 National Geographic “Adventurer of the Year” and backpacking icon Andrew Skurka. Check it out here. Learn more about Andrew Skurka here. Life is full of pleasant surprises&helli...
Read More
I had the honor and pleasure of sitting in on the recent NAIFA ClientCast featuring David Walker, former Comptroller General of the Federal Government and wanted to share a few excerpts as well as my commentary: “Taxes are going up.”: He spent the first part of...
Read More
Here is former Comptroller General of the federal government David Walker’s latest editorial on the fiscal state of the Union. Among other things, he questions the sustainability of our current debt load should interest rates rise (and it’s already begun!). He also...
Read More
Ever wonder what our national debt would look like when stacked up as $100 bills? This video is eye opening because the narrator discusses not only our national debt, but the unfunded obligations for Social Security, Medicare, and Medicaid, which total well over $100 trillion. How can th...
Read More
When advisors assist their clients in repositioning their assets from tax-deferred to tax-free, the following question sometimes arises: If my client does a Roth Conversion, does that count towards the Required Minimum Distribution? The short answer is no. Let me illustrate with an ex...
Read More
