My Comments: As we Americans try to deal with the conflict between controlling the amount of national debt and the need to continue to prime the pump to encourage economic recovery, there surfaces from time to time several issues dealing with Social Security. Is it going bankrupt? Will it be there for our children in …
Author: Tony Kendzior, CLU, ChFC - Financial Planner
I've lived happily, raised a family, and enjoyed a professional life in Gainesville for over 50 years. The next several years are full of promise. My goal is to find new clients, new friends and somehow share the wisdom I've accumulated over these many years. And when I have time, play a little golf and travel with my family. Cheers!
The AMT: Where it Came From and How to Fix it
My Comments: To hear the Republicans tell it, the issue of having those who make more money pay more in tax is not only brand new, it's subversive, grossly unfair, and clearly a Democratic Party plot to socialize the country. How dare you? by Bonnie Lee / Taxpertise / Published April 12, 2012 Back in …
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The Hidden Health Care Mandate
The Supreme Court can wring their hands about penalizing people who don’t buy health insurance. But it’s actually been that way for a long time. My Comment: One has to wonder what all the fuss is about! By Matthew Yglesias The idea of financially penalizing people for not buying health insurance sounds dodgy, even repugnant. …
CollegeMoneyNow Award Letter for May 16, 2012 – Seton Hall
My Comment: Here is award letter #9. I know you have heard of Seton Hall. This is for someone who enrolled as a freshman in 2011. $100,000 is a lot of money that doesn’t have to be paid back. Click on the image to the right to access the overview I created for CollegeMoneyNow.
Navigating the Landscape of Healthcare Reform
How the Affordable Care Act Impacts Vision and Dental Plans My Comments: We’re still waiting to hear what the Supreme Court is going to say about the constitutionality of the Patient Protection and Affordable Care Act. Personally, I don’t have a problem with the mandate and while I have reservations about some of the provisions …
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MedMal Insurance – How to Get Your Premiums Back
Last month I posted a blog entitled “Malpractice Insurance – The Financial Black Hole”. The “black hole” analogy is that regardless of how well you practice medicine, and have few or no claims against you, those premium dollars are gone forever. Over a career in medicine, that can be a huge sum. Well, not anymore. …
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Afraid of the Future? You Shouldn’t be.
Globalization's Future Depends on Stable U.S.-China-India Order My Comments: The word economics is enough to give some people the heebie jeebies. And you may be wondering why in the world I would devote at least one blog post every week to this idea which so effectively causes people to shut down. After all, the reason …
The Inequity Of Private-Equity Hustlers
My Comments: How many of you have been to SeaWorld in Orlando? For some unknown reason, I’ve never been there but I know my kids have and they loved it. The only reason I’m talking about SeaWorld now is because last year the company that owns it generated so much revenue they had a net …
A Strategy for Affording College
Educational costs are mounting. Here’s an action agenda that can help clients cope. My Comments: Increasingly, the journals and magazines addressed to financial planners like myself include articles about paying for college. This one has a great title, and a quick read gives me these action items: Get and early start Set up a 529 …
J.P. Morgan Weekly Market Recap – May 7, 2012
For those of you who like to pay attention to this stuff, here’s this weeks best summary:
Helping Define Your Financial Future 