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20 Second Advisor: Free Tax Preparation by AARP Foundation Tax-Aide!

By Tracie Handberg | February 23, 2023 | 0

If you have friends or family that are over 50 and low-to-moderate income, pass on a tip to them: AARP Foundation Tax-Aide has nationwide, trained and IRS-certified volunteers who will prepare their 2022 tax return FREE of charge! I have been one of those volunteers for 6 years. Most of the taxpayers we serve are…

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20 Second Advisor: Age before beauty – how older investors can outperform higher return investments (hint: it’s time!).

By Thad Gilliam, CFA, CFP® | February 13, 2023 | 0

I’m reading a book right now that talks about Warren Buffett. Some say he is a great investor. Others say that perhaps he has just been extremely lucky. Or perhaps he is just an old investor (he’s been investing for a long time!). I think Buffett has a good bit of all three: Investment skill,…

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20 Second Advisor: Keeping Up With The Steinbergs

By Thad Gilliam, CFA, CFP® | February 21, 2022 | 0

Last week, our family took a trip for our kids’ winter break from school. On the long drive, I had the chance to listen to a podcast, The Just Enough Family. It details the rise and fall of Saul Steinberg, an American businessman that rose to great wealth by the age of 30 only to…

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