Top Ten Trusts – 4 thru 6

First, I AM NOT AN ATTORNEY. DO NOT RELY ON ME FOR LEGAL ADVICE! Last Friday, I gave you trusts #1 thru #3 of the Top Ten Trusts. my purpose here is to give you a layman's summary of trusts you might use as you plan your financial life into the future. There are many …

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You Can’t Train A Great White Shark – Or Control Global Trade

My Comments: Economics is a complex and confusing discipline. It takes years of study to begin to understand the dynamics involved, much less fully understand how it all works. If you read my posts, you know that I have little respect for those in Washington, DC who attempt to manipulate the variables associated with free …

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Will There Be A Recession Soon?

My Comments: Having been around for a few years, I can tell you without question that while the good times come to an end, so do the bad. And vice versa. We’re now ten years plus into an economic expansion which can be translated to read good times. When and if it reverses, and I …

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Generic Meds May No Longer Be A Good Idea

My Comments: this topic is way off base for me. But as a consumer of more generic meds than I'd like to admit, it made me pause. Maybe I should share it with my readers who also take generic drugs? It was written by Suzy Cohen, a registered pharmacist from Florida, who writes frequently about …

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One-Third of Adults Age 50 and Over, Aren’t Prepared For Retirement

That headline should cause Generation Xers and Millennials to pause and consider. It comes from a poll by the Associated Press - NORC Center for Public Affairs Research. And yes, before you read any further, this post is a commercial directed at GenXers and/or Millennials among my readers. (Maybe you could forward this to someone …

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Top Ten Trusts – 1 thru 3

First, I AM NOT AN ATTORNEY. DO NOT RELY ON ME FOR LEGAL ADVICE! However, I have been a financial planner for a long time and do know something about the relevance of trusts and how they might be used in a financial planning context. I decided to talk about this today ( and on …

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Re-inventing Retirement Planning

Successful Retirement Secrets, the online course I’ve created is billed as a “new way to think about and plan for retirement”. It’s targeted at the Gen-X and millennial generations since it takes more than a few years of effort if you want to arrive at retirement and be ready for it. First off, the idea …

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