My Comments: An area of expertise that I claim, involves a topic known as “captive insurance companies.” This concept applies to successful small business owners and the companies they own. These folks are in the news a lot lately because they get talked about in the context of the Affordable Care Act and what some …
Tag: adviser
Time to Retire the Idea of Retirement
My Comments: The idea of retirement has been part of my psyche since day one. My parents had friends while I was growing up who were retired and there was discussion about retirement in the household. Over the following years, the idea was mainstream, expected, and normal. Now, not so much. When you think about …
J.P. Morgan Weekly Market Recap – October 14, 2013
My original idea was to post these every week or so. Many people like to make their own investment decisions and this recap is a great way to gain insight into what is going on globally. This weekly broadcast from J. P. Morgan will give you some insights as to what is going on right …
Continue reading J.P. Morgan Weekly Market Recap – October 14, 2013
Why The Tea Party Really Hates Obamacare
My Comments: These words from Gene Lyons were written before the government shutdown. There is less talk today about reversing ObamaCare but there is still pure contempt by many people in this country for Obama, and some are probably racist. One reason I heard recently for the push to reverse the PPACA, was the real …
The Most Likely Debt Ceiling Outcome
My Comments: I have no clue how this is all going to play out. My background in economics and finance tells me that no solution, for an extended period of time, will have bad consequences. But sooner or later, those in charge (?) will arrive at something that will make this go away, at least …
Not Planning to Buy Health Insurance? Here’s What’s Going to Happen to You
My Comments: This is good information and it doesn’t take long to get through it. While the enabling lagislation has flaws that need to be addressed, the fundamental goal is to get all of us paying something into an insurance system. The ultimate effect will be to reduce the cost to those of us who …
Continue reading Not Planning to Buy Health Insurance? Here’s What’s Going to Happen to You
The Roots of the Government Shutdown
My Thoughts: I’ve expressed my frustration with how Congress and the White House has allowed the current mess to reach todays’ impasse. This article helps me understand, and it points a large finger at the majority of us who can’t be bothered to vote in local and state elections. We unknowingly brought this on ourselves, …
Preparing Clients for the Digital Afterlife
My Comments: When my parents died, I became the primary ‘Saver of Stuff”. That means I have boxes and boxes and drawers full of stuff that includes photos, documents, and too many odds and ends to properly inventory. The history of some of them are known to me. The details about the rest left when …
Continue reading Preparing Clients for the Digital Afterlife
What Most Retirement Gurus Get Wrong
My Comments: 1. I’m not a guru. 2. Not everyone is going to retire at once. 3. There are already ways for people to accumulate money or make new “investments” that result in lower taxes. 4. The strategies below are good strategies, but with a caveat. 5. The economy will strengthen and more taxes will …
Debunking 5 Common ObamaCare Myths
My Comments: You all know my thoughts about ObamaCare or more accurately, the PPACA. It has flaws that need to be fixed, but in principal, is critical to our healthy future, both physically and economically. Please note the source of this article. That tells you more than just the content. By Kate Rogers | Published …
Helping Define Your Financial Future 