Tag Archives: insurance broker

Tomato Paste

A Jobless man applied for the position of ‘office boy’ at Microsoft. The HR manager interviewed him then watched him cleaning the floor as a test. ‘You are employed’ he said. Give me your e-mail address and I’ll send you the application to fill in, as well as date when you may start. The man […]

FDIC Limits

Today TaxMama hears from Bud in Tennessee who tells us: “My wife had a CD in an online bank that exceeded the FDIC guaranteed amount. The Internet bank went into receivership and my wife lost the amount that exceeded the FDIC limit. What are the tax implications as far as the loss and what schedules […]

Advisory Team

Today TaxMama hears from Edward in PA, who asks, “Can you address the ins and outs of building a personal financial team? Who are the key players needed on this team?”