A recent article in Kiplinger says Saving for Retirement Isn’t Enough: You Need a Wealth Plan. But haven’t we all heard that? If you don’t have a plan, then you’re planning to fail. The article likens retiring without a plan to boarding a plane with insufficient fuel, no emergency life jackets and no air masks. […]
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A new Gallup pole, discussed in Americans Remain Discouraged About Personal Finances, indicates that Americans continue to worry about their financial health. The poll included a new open ended question asking “respondents to name the most important financial problem facing their family.” Thirty-five percent of Americans responded that inflation is their cheif concern. Sixty-six percent […]
Our office has over 3,600 square feet (excluding attic storage) and we don’t need that much space. This is prime office space in downtown Dalton. It is within walking distance from City Hall and the Court House at the corner of N. Selvidge Street and Hawthorne Street. It is across the street from the Huff […]
In Polselli v. IRS (5/18/2023), after a revenue agent decided Remo Polselli was underpaying his taxes, the IRS issued a summons for Polselli’s bank records. One summons went to Wells Fargo requesting his wife’s records and records of his company. The IRS did not provide Polselli with notice of the summones, but his banks did. […]
What would you do if an emergency happened? Would you have enough money to replace a vehicle or put a new roof on your house. Could you survive several months of unemployment if you were laid off? A recent article on cnbc.com asks how much emergency savings you need during times of uncertanty? The answers […]
One of the fears shared by many retirees is running out of money. QLACS are a type of deferred annuity that hit the marketplace around 2014 designed to guard against this concern. QLACS, short for Qualified longevity annuity contracts, are designed to provide income late in life. They are purchases with retirement account funds and […]
We recently posted regarding scams and fraud on EZ Elder Law. To read the post, click here: https://www.ezelderlaw.com/scams-and-fraud/.
In March, 2021, we quietly launched EZ Elder Law (www.ezelderlaw.com) to provide news and information regarding subjects that matter to our clients. Going forward, we intend to do most of our blogging there and will post about cases, laws and news that impact elders, individuals with special needs and their caregivers. As of June, we’ve […]
Inc. recently published an article titled: “Warren Buffett Says 4 Choices in Life Separate the Doers From the Dreamer.” In that article, Warren Buffett tells us to: Pick your friends wisely. Go to bed a little smarter each day. Improve your communication skills. Say no. These choices, as Buffett calls them, are wisdom. Most […]
First, let me say, I’m not a doctor. My opinions are simply my opinions. Even so, as a human being, I can ask questions and seek answers regarding our shared human experience. How should we grieve a loss, especially the loss of a loved one? There’s no single answer to that question. At https://www.helpguide.org/articles/grief/coping-with-grief-and-loss.htm, the writer says […]
