Process, Preference, Result Oct 2018

We have all heard the phrase, “practice makes perfect.” That is actually only partially true. If you practice incorrectly, the result will be less than perfect. There is always something missing in colloquial phrases. Perhaps by design. I’m not really...

October in History 2018

So many things have happened in the month of October throughout history. It’s almost like opening a time capsule of our lives. The list is so long that we’ll just keep it to events that happened in the good old U.S.A. From our childhood memories of early...

Take Time Off 2018

Do you take enough time off? Do you work too much? Some people enjoy their work so much they neglect their family and friends, and even their pets! Is there a balance in your life and do you get enough “off” or “down” time? Depending on how you handle this...

Changing Medicare Plans when moving 2018

MOM by David S. Edge One of our long-time clients called and wanted a meeting ASAP! Clair was very concerned about her mom and just had to talk to us! When we met, Clair had mom (Doris) with her and it became clear what the issue was. Doris was moving to...

In Service Distribution 2018

Hi All! And I mean all! Today, I’m focusing my column on the spouses and children of our clients. We’re going to talk about Rule 72(t) as well as In-Service Distributions. Rule 72(t) is a ruling issued by the Internal Revenue Service (IRS) that permits...

Eat right to sleep well 2018

One of the most common complaints from adults is not being able to sleep well at night. While that can be a discussion you have with your doctor, here are 10 foods to help us relax and rest: (1) Kiwi. This fruit is full of vitamins C and E, plus serotonin...

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