Andrew Rice, Money Management Services

About the Author

Andrew Rice, Money Management Services

Andrew D. Rice, CPA, AIF, CTS, WMS, is vice president of Money Management Services, Inc., an independent RIA firm in Birmingham, Ala.  He is a Certified Public Accountant, Accredited Investment Fiduciary, Certified Tax Specialist and Wealth Management Specialist. He can be reached at ricea@moneymanagementservice.com.

• Truth Talking on Taxes: Don’t Believe Everything You Hear

  By Andrew Rice, Money Management Services  |  February 17, 2012

  Our politicians and press distort the facts on what the ‘wealthy’ actually pay in taxes, but the truth can set you free.

• What’s Different About the Wealthy? They’re Patient

  By Andrew Rice, Money Management Services  |  January 12, 2012

  Many people think wealthy investors have a silver bullet to “get rich quick,” but most wealthy individuals have endured tough times through extreme patience and emotional control

• Fiduciary in Fact or Just Appearance?

  By Andrew Rice, Money Management Services  |  November 15, 2011

  Lessons that can be learned from the CPA’s standard to “maintain independence (in fact and appearance).

• Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group

  By Andrew Rice, Money Management Services  |  October 25, 2011

  In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.

• Building a Personalized Disaster Plan for Clients: Pt. 2—The 4 Big Post-Disaster Dangers

  By Andrew Rice, Money Management Services  |  September 19, 2011

  When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.

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  Building a Personalized Disaster Plan for Clients—Pt. 1: The Documents

  By Andrew Rice, Money Management Services  |  August 26, 2011

  In the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.

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  5 Reasons Congress Should Be Held to a Fiduciary Standard

  By Andrew Rice, Money Management Services  |  July 25, 2011

  It’s time to employ the fiduciary standard as the benchmark of conduct for all elected congressional officials. After all, they manage “other people’s money,” and plenty of it

• Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy

  By Andrew Rice, Money Management Services  |  June 15, 2011

  A DAF allows clients to create their own version of a family foundation.

• IRS Offers Tax Relief for Tornado Stricken Areas

  By Andrew Rice, Money Management Services  |  May 17, 2011

  Deadline to file tax returns extended; clarity on declaring P&C losses

• Continuous Robbery

  By Andrew Rice, Money Management Services  |  April 25, 2011

  What would happen if we lowered the U.S. corporate tax rate?