20 Second Advisor: Free Tax Preparation by AARP Foundation Tax-Aide!
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…Read More
20 Second Advisor: Age before beauty – how older investors can outperform higher return investments (hint: it’s time!).
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,…Read More
20 Second Advisor: Keeping Up With The Steinbergs
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…Read More