Currently viewing the tag: "money"

Will Cash Disappear?

On September 12, 2017 By

I worked last week with a major credit card company, and one topic was whether cash will disappear.  Will there come a day when all transactions are electronic, perhaps using your smart phone–or even, say, just your fingerprint–and cash will be kept only in museums?

Some countries are almost there–in Sweden, for example, half the […]

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I have always loved the concept of AARP’s “Movies for Grown-ups.” Mature adults are different. Developmentally, as we age, we connect more with great stories and complex, layered characters; in many ways, we process our own lives through the stories of others. Praise for the movie “The Intern” with Robert De Niro and Anne Hathaway […]

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The IRS Statistics of Income (SOI) program recently released data on taxpayers who hold IRAs for the tax year of 2013. The SOI program was mandated by the Revenue Act of 1916 to collect and process data. The data is made public and is used by a variety of Federal agencies, academics, and researchers. It’s […]

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Traveling to a foreign country for vacation, work, or ministry can be a very rewarding and enjoyable experience. The same can be said for those who enjoy spending several months each winter in their “home away from home.”

Simple tasks that you perform in your normal routine can often become nearly impossible while away. The […]

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“Who is rich? He who is happy with his lot.”
– Pirkei Avos (4:1)

At my seminars on the New Tax Act, I told the audiences about the unprecedented estate planning opportunity over the next two years of making gifts. The Estate Tax, Gift Tax and Generation-Skipping Tax exemptions are all at $5 million. […]

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Be honest: How often do you really think about your retirement savings? Or maybe the better question is: How often do you actually do something to grow that nest egg?

If recent research is any indication, the answer is probably “not too often.” In fact, it seems like every other month a new study makes […]

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I was struck by the contrast of two couples I met with recently who were prospective clients for Rodgers & Associates. Both couples were in their late 50s and were planning to retire in five years. Both had accumulated similar amounts of assets for retirement.

The contrast was in their current spending habits. Couple one […]

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A survey conducted by the National Endowment for Financial Education (NEFE) found that nearly 60% of parents are providing or have provided financial support to their adult children after they have finished school. It can be difficult to refuse a child’s request for financial support, especially when it is within your means. However, careful thought […]

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