8 Possible Social Security Benefit Changes

I've tried to find the author of this but the source article does not have a name. Many of you are rightly concerned about the future of the social security system. It will not be allowed to collapse; there are more and more of us who depend on the monthly benefits who vote in elections …

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Update on Health Insurance Matters

AHIP: Attendees Think Change Is Really Coming. Finally. My Comments: This was written before yesterdays announced decision by the Supreme Court to essentially leave PPACA alone. People involved in the management of health care in this country, including employers and providers of health insurance, met recently to talk about the implications of whatever outcome there …

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A Manifesto for Economic Sense

My Comment: I’m told that a blog post should be no more than 400 words. People’s attention span runs out of gas at about that point. This one is way more than 400 words but if you are interested in the political outcome a few months from now, and whether or not you are likely …

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Six Possibilities for Health Reform

My Comments: You’ve heard me tee off on this subject before. My hope is the Supreme Court decides it’s OK and leaves it alone. Following that potential outcome, political necessity will dictate adjustments and changes that will ultimately lead to a better solution than what we had before. But changes in how we approach health …

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Rich People Pay This Woman $42,000 To Get Their Kids Into College

My Comments: This headline got my attention. Here I am, down in Gainesville, Florida, trying to get parents to turn $100 into $2,000 to help pay for their students college education. This woman is charging $42,000 to help similar students gain admission to the same schools and appears to have no trouble getting 25 families …

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Investment News:

Mutual Fund and ETF Assets Decline in May My Comments: Frankly, I have really no idea what this means. But in the interest of transparency, and in my professional capacity as a “know-it-all” financial advisor, I thought I’d throw this out there and see if anyone is actually interested and/or reading this stuff. By Warren …

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Saving Social Security

My Comments: As an investment advisor and financial planner, I’m very aware of the role played by Social Security payments in my clients financial lives as they approach or subsist in retirement. Indeed, some of them are unable to retire as they thought they might, and some applied to the Social Security safety net before …

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Self-Interest Meets Mandate

My Comments: You may not like the mandate, but it’s probably in your best economic interest to accept it. By EDUARDO PORTER Published: June 19, 2012 Within the next few days, the Supreme Court may strike down the provision in the Affordable Care Act requiring every American to buy health insurance. Odds that the justices …

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Taking Back Control: Living Wills and Beyond

My Comments: I have very little to add to these excellent thoughts. I have to be careful what I say since I’m not an attorney and there are limits to what I can say. Here and there I’ve added a word or two so you can read this as though it was directed to you …

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Cheap Chinese Finance Rolls Into Bahamas

My Comments: They say money is at the root of all evil, and they may be right, but it’s also at the root of how most of us live our lives, and like it or not, in our society, having more money is considered better than having less money. As a result, I’ve made a …

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