My Comments: You can argue if you like that the writer, a Nobel laureate in economics, is simply a misguided Democrat. But as the US accepts the leadership role in the globalization process it began following WWII, it must recognize that for the sake of our grandchildren, there is more at stake than simply being …
Tag: adviser
Rocking The Estate Plan
My Comments: While the title of the article is a little obscure, the message is clear: most people do not have a plan to deal with their assets when they pass away. As I mentioned recently about Long Term Care insurance, there is a strong denial force at work here. At the very least, get …
Cost of Long-Term Care Insurance Keeps Rising
My Comments: Did you know that, according to the 2012 AALTCI Source Book, 69% of 65-year-old clients who own Long Term Care insurance (LTCi) will make a claim? That is a risk so high that it could almost be considered an inevitability. And yet advisors like myself are reluctant to talk about this with clients …
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10 Overlooked Tax Breaks
With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save money once things start getting serious. With that in mind, Bankrate.com identified 10 great deductions that individual taxpayers should use – but often forget. 1. Charitable expenses Sure, the donation is …
9 Things Successful People Do Differently
This showed up recently and since I like to think of myself as mildly successful, it caught my attention. I perhaps grade out at B+. By Joyce Hanson, AdvisorOne | October 26, 2012 Just about any topic the Harvard Business Review considers becomes golden as soon as it hits HBR’s website. The site’s most popular …
Why Obama Now
I came across this video today, and if you haven't seen it, I stronly encourage you to take a few minutes and watch. It's brilliant and summarizes almost all my thinking about the current campaign and why I'm so suspicious of the GOP.
Americans to Financial Planners: We Need Help!
My Comments: Over the years, I've called myself slightly different things when people ask me what I do for a living. If I was a plumber or car salesman, it would be fairly easy. But as an entrepreneur in financial services, you are always searching for that quick response that defines who you are and …
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The Future, for Me, for You, for Us
My Comments: As I find myself getting older, I find myself increasingly fascinated by how the future is going to unfold. Some of this may be because the number of years I have left is predictably shrinking. My uncle, my father’s younger brother, recently died at age 96. My grandson is about to turn 2 …
Reasons to Check Your Social Security Account
My Comments: Social Security has become part of the fabric of American society and fundamental when it comes to economic survival by those of us whose age qualifies us for benefits. At least for most of us in the 99% who don’t comprise the top 1%. It’s going to change over time, just as it …
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China and Its’ Political Future
My Comments: I like to think of myself as an economist, albeit an amateur. For the past 70 years, since the end of WWII, this country has been pushing economic development across the planet. Our efforts have resulted in incredible wealth in nations that can be called rising great powers. And there has been a …
Helping Define Your Financial Future 