Logic might tell you that any loans you make to family members would be a personal matter, without requiring the government to get involved. But whenever has the tax code followed logic? The key issue to remember, with the Internal Revenue Service involvement in...
The finance magazines and websites tell us “10 Dividend Growth Stocks You Can Count On” (Kiplinger), or “20 Dividend Growth Stocks Blasting Off” (Forbes). There’s an annual “Dividend Aristocrats” list of 65 companies, as well as...
For the third in this series of columns on money script categories, let’s look at Money Status. This differs from the Money Worship category in having its focus on social acceptance. People in this category generally equate net worth with their self-worth. They...
You may have read that the Social Security Trust Fund is due to be depleted in 2033, a year earlier than previous projections. This sounds alarming, except for several caveats. First, the projected date of depletion has been in the 2035 range for the past decade, so...
On September 10 and 11, Rick and Christina attended the annual Nazrudin Project Retreat, which because of the Delta variant was held virtually for the second year in a row. This year’s event celebrated the group’s 27th anniversary. The Nazrudin Project is...
