by Leif Jensen | Jun 5, 2023 | Money Management |
I have clients asking me regularly if they should start taking their Social Security at 62, 66 or 70. So, I look into my crystal ball (yes, I have one just for this) and then ask them how long they are going to live. The longevity issue is the crux of the issue. To...
by Leif Jensen | May 30, 2023 | Rant |
If you’re planning your summer vacation… My wife and I keep talking about it but can’t seem to pull the trigger. She has time constraints and now we have adult children issues. Ceremonies to attend. Yes, I also have some time constraints as well, but I have a...
by Leif Jensen | May 24, 2023 | Rant |
No matter how good or how bad you feel, it strikes you dumb when you get your first unrequested solicitation for Long Term Care Insurance… This just happened to me. Granted it may not have been the first, but it was the first I noticed. I got it courtesy of the...
by Leif Jensen | May 23, 2023 | Rant |
Comic strips of yesteryear were a way to FastTrack fame and fortune. Comic strips are a dying medium trapped in another dying medium. I am a long time fan of comic strips, I had followed Bloom County and Drabble in the past. I also actively read collections of the...
by Leif Jensen | May 22, 2023 | Rant |
In 2021, Congress felt that everyone was not paying their fair share of taxes so they enacted more information reporting. Third-party settlement networks, such as PayPal, Square, Venmo and eBay, must send Form 1099-K to payees who are paid over $600 a year for goods...