My Comments: As American consumers, we have long been aware of how different generations have different needs and wants. When I complain about a stupid ad on TV, or one I don't understand, my son is quick to point out that it was NOT directed at my age group. I’m just ahead of the “baby …
Continue reading 18% of the Workforce Could Retire Within Five Years
My Comments: After almost 40 years as a financial planner, there’s not much I haven’t seen or experienced as a professional financial advisor. But this analysis talks about clients and that they typically belong in one of these four categories. For me, knowing how to identify which one you might belong to gives me a …
My Comments: Since I was a young nerd, a single child moving around the world at the beck and call of my parents, maps have intrigued me. They allowed me to develop a spacial relationship with where I was (Great Britain, France, U.S., India) and where we were going next. Today I have a pretty …
My Comments: As a financial planner for many years, one of the skill sets I’ve tried to develop, mindful that I am not an attorney, is estate planning. Until recently, this topic was mostly focused on the “death tax issue”. When someone died, and died with a lot of money or property, the financial threat …
Continue reading ESTATE PLANNING IS NOT JUST FOR THE WEALTHY
My Comments: Ted Cruz notwithstanding, the implementation of the PPACA is going to be confusing and there are going to be folks lost in the shuffle. This legislation is a BIG DEAL, one that I’m persuaded was absolutely necessary and one that my 3 year old grandson will accept as normal when 20 years from …
Continue reading 13 Things Employers Must Do to Be PPACA-Ready
My Comments: In the early 90’s, when then First Lady Hillary Clinton championed what I think they called health care reform, I found myself on board with this idea as I was paying a ton of money for a high deductible health insurance plan for my wife and I. I was self-employed, which means no …
Continue reading What Makes American Health Care So Expensive?
My Comments: Yes indeed, let's get rid of ObamaCare and maybe all these guys will love us. Isn’t it time for reality to trump stupidity and for somebody on the right politically to wake up and do something useful for a change? By Allison Bell | September 24, 2013 A big proportion of health insurance …
My Comments: Has anyone told Glenn Beck about this yet? Not sure I want to hear his response. However, if you want to have gold as part of your portfolio, we have it available through a program called Managed Alternative Assets. Good stuff. September 23, 2013 • Evan Simonoff Anyone who tells you gold is …
My Comments: And you thought I was being negative last week?!? Well, not a lot right now to encourage a positive outlook on things. Yes, my clients are making money, thank you. And yes, my case of the flu has receded, the daily deluge has stopped (maybe), and the mornings are cooler. WOW! But the …
Continue reading There is no one left to enforce the global rules
My Comments: Once again the headlines are about how the far right members of the House of Representatives are willing to fight to cause ObamaCare to go away. We are in a mess and somehow, we are going to extricate ourselves, probably not to the satisfaction of everyone, but whatever is perceived as normal ten …
Continue reading America’s Doctors, Like Wall Street, Need a Cultural Shift
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