Thanksgiving Reading List

Happy Thanksgiving!  I hope you are able to enjoy a long weekend and spend time with friends and family.

If you have some down-time between the food and football (or just need an excuse to get away from that annoying cousin), here are some Wall Street Journal articles that I’ve been meaning to share.

This may NOT apply to many of you that work for larger firms.  However, for those at smaller firms, this could be a valuable opportunity.

No matter where you work, you want to make sure there is adequate disability coverage for you and your clients.  My experience is most of my students have NO idea how much disability coverage they have. Not good.

Last year Congress passed changes to Social Security law that affects commonly practiced retirement strategies.   Recently, a number of people have contacted me and asked me to clarify for them some of these changes, specifically the difference between “File and Suspend” and “Restricted Application.” 

By Bill Bischoff
Published: July 28, 2015 on MarketWatch

Costs to attend some colleges are approaching astronomical levels.

The following article by Kelly Phillips Erb on addresses the tax consequences (or lack thereof) of crowdfunded investments.

Stable 12 Brewing Co (from L to R: Tyler Fontaine, Richard Wolf, Chris Carbutt)