Ideas to help preserve and grow your money
My Comment: I’m not sure I’ll be here in 2025, much less what kind of health care I will need. But some of you will be here and all of us will need health care from someone in 2025. I heard Mitt Romney say the other day that he, on his first day in office, …
Continue reading Futurists Predict What Health Care Will Look Like in 2025
My Comment: A great number of my clients are now retired or soon will be. Part of that is a function of my age and the fact that I’ve been a financial planner and investment advisor for over 37 years. The political and economic landscape has changed significantly over these years and it’s always a …
Continue reading Senior Finances and the Great Entitlements Debate
My comment: As more and more of us become eligible for social security benefits, more and more articles appear in the publications I read that focus on how to best apply for these benefits. Mary Beth Franklin is a nationally recognized expert on Social Security issues. My intent is to bring her ideas to this …
My comment: This is a follow up to my post the other day that talked about how the GOP candidates pledged to repeal ObamaCare once they became President. That's not likely now that major donors to their campaigns are making real money from the effects of the law. (Bloomberg News) Insurance companies spent millions of …
Continue reading Insurers Profit From Health Law They Spent Millions to Fight
The number of labor force participants over age 65 has increased about 22 percent in the past three years. My comment: This article appeared in the November 28, 2011 issue of InvestmentNews. To confirm the findings, look no further than the image of me on the right. While I can accept the survey findings that …
Continue reading Just Keep Working: the New Retirement Strategy
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 …
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 …
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 …
This is a comment I came upon recently but cannot source. Mindful that the deficit is a major concern for all of us, and mindful that I am personally a recipient of a monthly check from Social Security, I want to share this with you. The question whether I am contributing to the deficit by …
Continue reading Expert: Social Security Doesn’t Contribute to the Deficit
Until April of 2011, I was in the camp of those advisors scratching our heads, trying to figure out where the markets were heading. The idea is always to help our clients make money with their investments, since that’s the best way for us to make money. However, last April I started moving my clients …
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