Wednesday, June 15, 2016

IRS--Here To Help

We have all heard the old saying--"Hi I'm from the IRS and I'm here to help."  To me this represents a situation to which the response usually goes something like--"Yeah right."  Well this morning that exact scenario played out with the Social Security Administration for a widow filing for benefits.  

This family have been clients for many years and fortunately for the widow we had already run her Social Security projections.  This dedicated software program is designed to help decide which option to choose and is especially helpful in unusual situations.

Friday, May 27, 2016

Virtual vs. Reality

Recently I moved my dad and his stuff from Texas to Oklahoma. We needed to rent a truck and car hauler and chose to use It was easy; seemed to have all the pieces to the puzzle, including helpers to load in Texas and unload in Oklahoma. We were set… in the virtual world that is.
 It continued to be good as we checked in at the U-Haul office. We left to eat lunch and came back to pick up the truck and trailer. Oops! That’s when reality started taking over. The truck didn’t work with the trailer and they did not have another truck available. There was a truck in another town about 15 miles away but they did not have a trailer.

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