One of the nation’s foremost experts on Social Security, Ash Ahluwalia is one of only a few advisors in the nation who holds both the Certified in Social Security Claiming Strategies (CSSCS)...
Brawls over estate plans are common. They usually occur after the death of a primary beneficiary. In the case of Tom Benson and his family, the game started early. Worth an...
Most of us hear about unscrupulous family members taking advantage of their aging parents or grandparents. And everyone knows that internet scams abound. The one in...
One question I hear from clients all the time: After we sign the Will, where should we keep it? Before we answer that question, let’s ask another,...
Google your name. Go ahead. I’ll wait… Then pull up your website, your LinkedIn profile and any other social media platforms where you have a presence...
In the past few weeks there has been a consistent theme surfacing with my clients that had me thinking about Jerry Garcia and the Grateful Dead. (I realize that...
As a 20-something working in downtown Chicago in the 1980s, I spent every dime of my disposable income – and then some – on beer and...
It was one year ago that I invested my yearly SEP contribution into bitcoins. Actually, it was into something called the Bitcoin Investment Trust, which at the time...
You hear the term now and again, “MCI”. Is it a diagnosis? Doctors sometimes tell an older patient he has this, but no one seems to...
Americans once defined success mainly by whether they owned a house or were better off than their parents. Today, it’s a debt-free college education and a...
