Month: February 2013

I am surprised by several factors revealed on the Pew research: 1) how low these numbers are across all age groups (I tend to assume "everyone" uses social media), 2) how older people, (i.e. those with the financial assets and decision-making power relative to my business) are still now using social media in significant numbers,…

A friend who works for a retirement plan administrator wrote to me this week saying that his firm was expanding its relationship with Mint. Last year I announced that I was expanding my affiliation with Balance Financial. Both are personal financial management tools available online either directly to consumers or though a financial advisory firm.…

The Internal Revenue Service announced on 1/18/2013 that it will issue guidance in the near future to provide relief from the estimated tax penalty for farmers and fishermen unable to file and pay their 2012 taxes by the March 1 deadline due to the delayed start for filing tax returns. The announcement is not directly…