By Allen Yee
In our ongoing effort to keep our clients and community connected and informed, we have continued to make changes to the way we stream information to you. If you have reached this article electronically (you most likely did), you will have noticed our fancy e-Newsletter. This is a more efficient way to provide you with even more [...] Continue Reading…
Many of my clients routinely ask when I’m planning a vacation or when I’m competing in my next triathlon. As you may know, my daughter Amanda is an aspiring and avid volleyball player. And all father biases aside, she’s pretty good. The reality is most of my spare time has been spent participating in and supporting her volleyball ambitions. [...] Continue Reading…
An American businessman was at the pier of a tiny coastal Mexican village when a small boat with just one fisherman docked. Inside the small boat were several large yellowfin tuna. The American complimented the Mexican on the quality of his fish and asked how long it took to catch them. The Mexican replied, “Only a little while.”
The American [...] Continue Reading…
By Allen G. Yee
Over the years I have shared a relationship with an organization called Ed Slott and Company. Many of you know who and what Ed Slott does and but many do not. Ed Slott is a practicing CPA located in New Jersey and is recognized as “America’s IRA Expert” by Money Magazine, deemed as “The Best” source [...] Continue Reading…
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