by mcl | Jun 30, 2015 | Columns, Money Matters, Practical Living
By SCOTT T. MARSHALL, CPA, CFP® About two years ago, I had a financial planning review meeting with clients who were married. They both had long work histories with good incomes (i.e. they had more than paid their fair share into the social security system). He was 66...
by mcl | Jun 1, 2015 | Columns, Money Matters, Practical Living
By MICHAEL P. DENNY, CPA, CFP Recently, I read an article that stated most couples spend more time planning their next vacation than they spend planning how to take their Social Security benefits. As that fact began to sink in it became alarming to me,...
by mcl | Apr 12, 2015 | Columns, Money Matters, Practical Living
By Jonathan M. Davis, AIF® “A man is never more on trial than in the moment of excessive good fortune.” I’ll credit “Ben-Hur” author, Lew Wallace, with that statement. Regardless of our exact station in life or size of our bank account, the Bible instructs us to be...
by mcl | Jan 20, 2015 | Columns, Money Matters, Practical Living
By Scott T. Marshall, CPA, CFP® I remember as a kid believing the story that swallowed gum stays in your stomach for seven years. Someone said it, and I received it as truth. At some point as I matured, I did some brief research to conclude that although swallowing...
by mcl | Oct 3, 2013 | Columns, Money Matters, Practical Living
By MICHAEL P. DENNY While much has been written about the temporary closing of Mississippi’s Prepaid Tuition Plan, the 529 Savings Plan has been somewhat overlooked. The Savings Plan can be a great vehicle for college savings, whether the beneficiary goes to college...
by mcl | Apr 9, 2013 | Columns, Money Matters, Practical Living
By JULIA OTT Hopefully most of us take these words to heart and truly seize each day. My family just returned from a wonderful ski trip with friends where fun was had by all. With teenagers and youngsters on the slopes, parents were naturally concerned for their...
