What ‘Job Creators’ Really Want

There's been a lot of conversation in the media for the past 18 plus months about "job creation". If you are on the right politically, then you simply blame President Obama, never mind that the presidency is not the source of jobs. If you are on the left, then you blame anyone and everyone on …

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Merry Christmas and a Happy New Year!

My very best wishes to you and your family for a wonderful Christmas and a New Year full of joy and satisfaction!

The New Rules: Worried by China’s Rise? Watch Out for its Decline

By Thomas P. M. Barnett (Readers of this blog know my affinity for the writings of this man. For me, he has an ability to synthesize complex global ideas in a way that makes so much sense, I have to wonder why its not obvious to everyone. If you listen to the political pundits, never …

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5 Lesser Known Facts About Social Security

Most Americans watch their money go into the Social Security trust fund in the form of payroll deductions as soon as they begin working, when retirement seems a long way off. As a result, many go through their working lives without giving it much thought. Here are a few facts everyone should know about Social …

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Insurers Pair Long-Term Care With Life Insurance To Entice Buyers

As an opinionated financial planner who considers himself almost an expert on insurance and long term care, I take exception to a few of the assertions in this article. However, my purpose in reposting it here is to trigger questions that anyone planning for retirement should ask. And even those already retired. Keep in mind …

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J.P. Morgan Weekly Market Recap – December 19, 2011

Check here for your weekly market recap from J.P. Morgan.

How to Plan for the True Cost of College

A key element of my practice as a financial planner and investment advisor is a strategy to help parents and their children deal with the cost of a college education. In addition to this article, click on this CollegeMoneyNow link and find a 10 minute presentation I created to help you understand there is an …

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What to Look for From the Fed in 2012

There are politicians out there who believe the Federal Reserve should be abolished and assert it has no place in contemporary American life and economics. I think they are full of ___ and simply have an ulterior motive. Do I agree with all the moves made by the Fed to control the flow of money? …

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Can Wall Street Thrive Again?

Most readers of this blog understand that when asked what I do for a living, my usual response is that “I’m in the money business. I help people grow their money.” This article by Geoff Colvin sets the stage for what you can expect from the markets in 2012. It’s a helpful summary that puts …

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A Solution for Long Term Care

A growing number of financial planners and investment advisors are coming to realize that all financial issues cannot be properly addressed solely with a portfolio of securities. As someone who has been licensed to sell insurance for longer than I’ve been licensed to provide investment advice, I recognize that much of what I do is …

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