On a family trip to Mickey Mouse headquarters (Disney World) last month (a trip I highly recommend for everyone; kids or no kids), we hit the toll road that takes you from Ocala into Orlando, Fla., where the magic makes it all believable. As we pulled up to the toll station, the toll taker cordially stuck her hand out and said, “$4.75, please!” My kids started asking questions. “Daddy, what was that?” At that moment it hit me that a toll road is a good metaphor for our current fiscal cliff issues. Of course, for my children, it was a great educational moment, at which my wife turned to me and said, “Explain it in simple terms.” So over the next 20 to 30 minutes they learned how toll roads and bridges are built and funded, at a level a four – and five-year-old could understand. http://www.advisorone.com/2012/12/20/a-toll-road-as-metaphor-for-the-fiscal-cliff
Andy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management Specialist). As an advisor, Andrew specializes in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.