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No More SS#s On Medicare Cards

No More SS#s On Medicare Cards

By: Mark J. Mabaquiao   A handful of clients over the years have expressed surprise to see that the ID number on their Medicare card is iden – tical to their Social Security number . This is of concern to or ...

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Marketing Explained

Marketing Explained

By: James DC   People often ask for a simple explanation of “Marketing.” Well, here it is: * You’re a woman and you see a handsome guy at a party. You go up to him and say, “I’m fantastic in ...

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Journey The bus revs up, taking

Journey The bus revs up, taking

By: Victoria G. Smith   The bus revs up, taking me away from where I’ve been. I have become a multo—ghost haunting from the tinted window, watching the world of the living: cars, trucks, joggers, cyclists, mothers with strollers, dogs with ...

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Children and the Money Talk

Children and the Money Talk

By: Jan Paul C. Ferrer   Intergenerational wealth planning is best achieved as a team in order to plan for the things and people you love most. Over the next three decades, we are poised to witness the largest wealth transfer ...

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