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.
Wednesday, June 15, 2016
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 uhaul.com. 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.
Thursday, December 10, 2015
Do You Know a Muslim?
In Nashville recently I noticed how many different religious beliefs
were represented by the people attending what I refer to as the cosmic financial planners group. There were Mormons, Christians, Quakers, Bahai, Buddhist, and agnostics to name a few. I wasn't aware that I was searching this information out but instead just noticed this in reflection after the recent comments about Muslims from Donald Trump.
| 20 year Muslim Reservist |
In a previous blog from awhile back I compared Oklahoma City to Damascus, Syria. There were many common themes regarding the regular people of each city. My guess is the comparison would NOT be similar today. One thing hasn't changed though and that is how the saying "If a million people die it is a statistic. If one person dies it is a tragedy."
Above is a picture
Thursday, November 5, 2015
Fork In The Road
At a recent conference in Nashville, Ed, a therapist, asked if i would drive him up the road to pick up some medication he needed since he left it at home. Ed and I go a ways back and he is one of those people who is chock-full of intelligent humor and sweet and meaningful anecdotes. Hence, the rest of the story about the Yogi Berra saying.
Wednesday, November 4, 2015
SWEET Potatoes may be the death of our healthcare system
Recently my dad has been in the hospital dealing with pneumonia and other issues related to not handling anesthesia very well. However, after he was making an impressive comeback, he woke up with pain in his abdomen. The doctors jumped in to action and ran a cat scan and x-rays
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