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George Lambert

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    • I appreciate your article and your community service, but disagree with your disparagement of Bill Gates. There is no reason to believe that he was a one trick pony. To have been so successful at one thing leads me to believe that he, and others, have potential to be successful following paths other than the one chosen.

      Post: What’s Your Talent?

      Link to comment from August 21, 2024

    • "When push comes to shove" there are always unplanned issues deserving attention. While no one wants to die sooner than later, it is a blessing to have advance notice, and great you are making use of it. I hope you will later clarify the issue of SS survivor benefits which I thought were only available after 10 yrs of marriage.

      Post: No Slowing Down

      Link to comment from July 27, 2024

    • Great story/article, and thanks for what you are doing. It is so unfortunate that the tax code is so complicated with 99% of it applicable to only 1% of taxpayers. I am curious as to what options you had to advise the clients who had the churning broker.

      Post: Many Unhappy Returns

      Link to comment from June 24, 2024

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