Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help those who want to manage your own money stay informed about important developments in economics and the markets… CONTINUE READING HERE…
Category: Retirement Planning
Ideas to help preserve and grow your money
Social Security: Advanced Strategies
The decision on when to begin taking Social Security benefits is a complex one. The following discusses three strategies clients can consider in an effort to maximize the amount of benefits they receive. 1. Changing your mind Many people think that once they elect to receive Social Security benefits, the decision is an irrevocable one. …
Parents’ College Savings Falling Far Short of Goals
When you finish the comments below, be sure to visit the tab above called CollegeMoneyNow. There you will find a short presentation on this topic that I created to help you solve this problem. According to a study released Tuesday by Fidelity Investments, parents are ill-prepared to meet tuition costs, with their savings likely to …
Continue reading Parents’ College Savings Falling Far Short of Goals
Reducing Retirement Planning Stress
The focus of this post is suggest a couple of ways to minimize the stress associated with money and retirement. I want you to think about how age can change your pre-conceived notions about retirement. Some of you have heard me describe the three stages of life: The first is when we are young and …
Trusts and What They Are – Part Four
Concluding our short series on trusts, here are what you might think of as “niche” trusts. You don’t see them very often but if you have a need to solve, these might give you some food for thought. Specific Purpose Trusts There are some trusts created for specific purposes rather than for the benefit of …
We must listen to what bond markets are telling us,
not what the pretend politicians are telling us. Financial Times article by Martin Wolf What is to be done? To find an answer, listen to the markets. They are saying: borrow and spend, please. Yet those who profess faith in the magic of the markets are most determined to ignore the cry. The fiscal skies …
Continue reading We must listen to what bond markets are telling us,
The Whole Truth and Nothing But
By THOMAS L. FRIEDMAN Published: September 6, 2011 Kishore Mahbubani, a retired Singaporean diplomat, published a provocative essay in The Financial Times on Monday that began like this: “Dictators are falling. Democracies are failing. A curious coincidence? Or is it, perhaps, a sign that something fundamental has changed in the grain of human history. I …
Trusts and What They Are – Part Two
In Part One we ended talking about Revocable Family Trusts and what they are. Continuing that conversation, the next step is... Asset Protection for Trust Beneficiaries A revocable trust provides no asset protection for the trust maker during his or her life. Upon the death of the trust maker, however, or upon the death of …
Capital Market Insights – September 6, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets, and … CONTINUE
Trusts and What They Are – Part One
Many thanks to Richard M. White, a friend and colleague who is an expert on Wills and Trusts. He is an expert estate planning attorney with an office in Haile Plantation here is Gainesville. He has given me material over the years from which I have drawn conclusions that will be helpful to the general …
Helping Define Your Financial Future 