My Comments: Amid all the discussion about whether to raise the minimum wage, or whether it’s in our best interest for ALL of us to have health insurance, and how to keep the Social Security system solvent for the next generation or two, it’s easy to forget how it was before all that happened. I …
Category: Financial Planning
10 Tax Law Changes You Need to Know About
My Thoughts: Having the IRS look closely at you is not something you are likely to enjoy. But the good news is there are fewer agents than before and unless your “mistake” is grievous, you are likely to be overlooked. But you can’t count on it. With computer technology advancing by the minute, it will …
The Worst Investment Advice I’ve Heard All Week: Barry Ritholtz
My Thoughts: I can see! Sort of! But I have to wait a couple of weeks to get my new glasses. In the meantime, Happy Thanksgiving to all, and here is a idea that some of my clients have asked me about. Personally, I like to effect a rebalance every 12 months. by: BLOOMBERG NEWS …
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Long Term Care Thought for the Week
My Thoughts: Last evening, I attended a meeting where the presenter talked about Long Term Care and how it, or the lack of it, will have critical implications for families going forward. Fifty years ago, the issue was resolved by the elderly when they simply assumed their children would take care of them. Today, with …
The Swiss Effect
By Amber May | November 11, 2013 With all of the changes taking place in our health care system, it’s illuminating to look overseas for answers as to how other developed countries manage their own health care programs. Switzerland is a prime example of a system very similar to that being implemented through the Patient …
Hospitals as Insurers ‘The Future’ Under Obamacare
My Comments: You may be sick and tired of this discussion but how this plays out is going to be critical to the health and well being of every possible reader of this blog, for years to come. Only with a good understanding of what is going on can you somehow make the outcome benefit …
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3 Weird Reasons to Be Bullish That Will Shock You
My Comments: A couple of weeks ago I sent out an email from this writer that suggested there was a bubble out there that no one was talking about. He described this bubble as a real and potential threat to us as investors. He suggested that while many stocks are historically overpriced these days, those …
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A look at U.S. Equities: Record Profits – Where do we go from here?
You may think you have an insight but if you are anything like me, you don't really trust it. However, I do have resources that are very talented and articulate and make coherent arguments that most everyone can follow. To that end, here is a report from J. P. Morgan that you can download and …
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The Real Cost of (NOT Having) LTCI
My Comments: Whether you are already a “senior”citizen, getting close, or have a parent you are concerned about, having Long Term Care Insurance can transform a depressing situation into one that is manageable or better than OK. But it’s a subject few of us want to deal with. I recently took a survey that resulted …
Retirement is Your Last Chance to Do These Things
My Comments: This idea is variation on the Bucket List. I have one with several items on it that I still hold out hope for. But for whatever reason, I haven’t added to it recently. This takes it a step backward and puts things in a larger context. Am unsure if this is helpful but …
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Helping Define Your Financial Future 