by Leif Jensen | Jul 12, 2016 | General |
I was introduced to a unique way looking at rationale for estate planning. The advisor quoted that there are only four reasons people typically do estate planning. Predators – sons and daughters in law, keep the cash away from them Outlive wealth – do not wish to run...
by Leif Jensen | Jul 11, 2016 | General |
When I am meeting with clients to do their tax planning for the next year, one of the items that I ask about is how up to date their estate planning documents are. It is surprising who has their done and who does not. If you do not have valid or up to date...
by Leif Jensen | Jul 7, 2016 | General |
This is becoming a growing topic of concern. I have been to two presentations where the accuracy calculations have been stressed. If you are working with a financial advisor they should be well informed on the rules and regulations. How the funds are titiled...
by Leif Jensen | Jul 6, 2016 | General |
I was meeting with a straggling individual client and they were amusing me with their tale of woe as to how their employer now has some internal communication issues. It seems that with a couple of new hires the informational flow that has been in place for...
by Leif Jensen | Jul 5, 2016 | General |
I recently had a vendor attempt to charge me for their travel time. I was quite surprised because no one has ever tried that with me before. I have had plumbers and electricians state that there would be minimum charges for them showing up. But when I call them I...
by Leif Jensen | Jun 29, 2016 | General |
I was giving a client a difficult time because they had hired an employee for whom they did not do a background check on. The employee did not work out well, and there were some minor issues. When I asked what their hiring policy was, they stated that they did...
