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MONEY MATTERS—Social Security Maximization—Say What?

MONEY MATTERS—Social Security Maximization—Say What?

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...
MONEY MATTERS—Cheerful, Sacrificial Giving

MONEY MATTERS—Cheerful, Sacrificial Giving

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...

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