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Life Insurance
Share Life Insurance After the Individual Responsibility blog was posted, I received quite a few calls questioning why I don’t recommend whole life, universal or other forms of life insurance....
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Annual Letter to Clients – Cliff Notes Version
...in the blog. The last blog contained a sample letter to clients from investment managers. I also suggested that do-it-your-selfers prepare a similar letter to themselves. The purpose was to...
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Year-End Financial Benchmark Charts and Graphs
...note that past results are no indicator of future performance. My next two blogs will have additional charts. These three blogs with 16 charts will be followed by a blog...
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Extensions, Delinquent and Amended Returns
...sign up to receive notification when each new blog is posted. You can also check out the many other blogs that you might like to receive. Do not hesitate to...
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Zooming Through the Week
...Bye. Consider this blog as a short break from the Coronavirus and stock market updates. My next blog will be a special one and will be posted April 1st. Look...
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Heavy Duty Estate Tax Planning
Share This blog is directed at those fortunate enough to have estate tax that will be payable after they pass away. At present, the joint lifetime exemption for a U.S....
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California Island
...old ad by Young & Rubicam showing California as an island. I liked the picture of the map (which accompanies this blog) and it wasn’t too pricy. Actually, it was...
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A Breakdown of Microsoft 365 Admin Roles & Responsibilities (Previously Office 365 Admin Roles)
Updated: January 29, 2021 In a more recent blog post, we talk about how to access Office 365 Security and Compliance Center and a set of new admin roles that...
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Following Up to Compromising
Share This is a follow up incorporating some comments I received about my previous blog and some other observations. Compromising is always a good strategy when negotiating a contract, enacting...
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Managerial Accounting Course New Semester
...they receive and also to discern its applicability and reliability so they could become better and more effective managers. Readers of this blog that are not my students should ask...