Thing One Looking Out For Those Who May look Out For You In The End Think about it - you've done a lot of life planning and preparation for your future and those you care about. You've worked hard, saved, invested, bought insurance, planned for retirement, and probably already have a Will. But what about planning and sharing your health and medical wishes with your family - do your loved ones know what they are? If not, you may be putting them in the very unwelcome posit

Thing One Why the Roth Makes More Sense Than Ever We get the question from time to time about whether a Traditional IRA or a Roth IRA is better. And over the years, we’ve tried to explain that the real question isn’t which account is “better.” The real question is: how do you structure your retirement assets to pay the lowest possible tax rate across your lifetime — and potentially your kids’ lifetime too? That’s an entirely different conversation. Most people approac

Thing One Don’t Let the Court Write Your Final Plan Picture this: After a lifetime of hard work, you’ve built meaningful assets and settled into a comfortable retirement—then you pass away unexpectedly, without a will. It’s not something most people want to contemplate, and for you, there would be nothing left to contemplate. For those you leave behind, however, there would be much to consider, including the hardships that would ensue as a result of your not having a will

Thing One If It Sounds Too Good To Be True, It Probably Is I took an inquiry recently from someone who had been approached about a...

Thing One Building Wealth The following is from jimrohn.com. It's a blog post he wrote about building wealth called, "You Can Have...

Thing One Investing 101 The following is "from the vault" of the writings of a good friend and very successful investor. From time to...

Thing One Big Crime Is Coming To Small Towns By now, we’re all likely to be familiar with the stories of brazen crime in big cities...

Thing One Learn From His Regret In responding to the World Regret Survey (yes that’s a thing) designed and administered by Daniel Pink,...

Thing One Item 5 From Our Five Favorites List In keeping with our plan to discuss each of the five items on our favorites list, we’ll...

06/20/2022 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...