My Comments: You've read my posts before where I push to help parents and their students find the money to pay for college. Far and away the best source is money that belongs to someone else. No, you don't steal it, but you do set yourself up in such a way that colleges and universities …
Tag: adviser
J.P. Morgan Weekly Market Recap – October 8, 2012
I am remiss for not posting these every week. Some you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
5 Tips to Help Women Manage Their Financial Futures
My Comments: There's really very little I can add to this. I will say that many of my clients are widows, clients who came to me years ago when their husbands were alive and together, they chose me to help them with their retirement funds. That they are still clients suggests that my efforts on …
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8 Social Security Myths Exposed
My Comments: My wife and I are proud recipients of a Social Security check every month. If that makes us "socialists" and you have a problem with that, I couldn’t care less. Demographics are going to cause adjustments in the payout to recipients, the level of contributions from working citizens, and when you can start, …
Is Economic Disaster Assured? Preparing for the Perfect Storm
My Comments: Many, if not most, writers and pundits in the financial world proclaim to be conservatives and many, if not most, believe the world is soon to come to an end. To me that’s a radical position to take, not a conservative one. In 1770, in America, there was talk of breaking away from …
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Health Costs to Double Under Romney Plan?
My Comments: When I first saw this headline, I said to myself this cannot be right. And then when I saw it came from an organization that supports health care reform, I thought there had to be some bias here. And there may be, but... As someone who cut their teeth in the insurance industry …
Top 15 Best Paying College Degrees
NBER study looks at what college grads can expect to earn in their chosen fields My Comments: If you are a parent of a high school child, paying for the college education of your student has got to be discussed and resolved at home long before the decision is made about which school to attend. …
SEC Offers Primer on Selecting a Financial Planner
My Comments: I describe myself as a financial planner and investment advisor. I use this blog to attempt to bring my ideas to the general public, some of whom will from time to time contact me for advice. (at least that’s the plan...) Meanwhile, members of the general public are faced with a choice of …
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Are Richer Clients Getting Outsized Benefits From Tax Deferral?
My Comments: As a financial planner for longer than I can remember, there has always been tension around the question of whether or not to have an individual retirement account, or IRA. The IRS makes the rules that allow someone to put earned income in a special account with tax advantages. You know what I …
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Obama’s Medicare Plan Tentative
My Comments: Yesterday, I posted some comments on Romney’s approach to Medicare. The reason I’m putting this out there is that as a Medicare recipient myself, I’m very interested in the outcome. Many of my clients are in similar situtations, and as we age and develop health issues, how we get treated has a huge …
Helping Define Your Financial Future 