Instead of working longer or retiring on time with less money than anticipated, there may be a third alternative that financial advisors can show their clients that may give them the best of both worlds. An alternative may be to continue working full or part time and use money that had been going into savings …
Tag: Alachua County
Only Half of Americans Financially Prepared to Live Longer
My Comments: I know, I know, I promised to add stuff that was more positive going forward. Only it’s hard to find. And as I age, along with you, I’m reminded that given medical advances, both of us might be dead by now had we lived a 100 years ago. But we’re not, and that’s …
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Our Relationship With Afghanistan and Raising Teenagers
I hope the title got your attention. My plan is to draw a parallel between our military and diplomatic efforts in Afghanistan and helping our teen age children mature into young and self-sufficient adults. This insight came to me as I read a book by Robert B. Parker. Among his leading characters has been a …
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Romney, College Education, and Economic Growth
My Comments: Yes, I’ve been a partisan Democrat all my adult life. I’ve not always voted along party lines, but I’m clearly not among the 1%, so I think I have a better understanding of what the rest of us face on a daily basis about paying bills, saving for the future, dealing with health …
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The Paradox of Being Prepared
My Comments: The author of this article has a blog about investments that is both entertaining and informative. As much as anything, he doesn’t take himself too seriously, which is a fault many of us have. It’s long, but a good one... by Jeffrey Dow Jones Turns out our newsletter last week on China was …
Maximize Your (Clients’) Social Security
My Comments: As we Americans try to deal with the conflict between controlling the amount of national debt and the need to continue to prime the pump to encourage economic recovery, there surfaces from time to time several issues dealing with Social Security. Is it going bankrupt? Will it be there for our children in …
The AMT: Where it Came From and How to Fix it
My Comments: To hear the Republicans tell it, the issue of having those who make more money pay more in tax is not only brand new, it's subversive, grossly unfair, and clearly a Democratic Party plot to socialize the country. How dare you? by Bonnie Lee / Taxpertise / Published April 12, 2012 Back in …
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Navigating the Landscape of Healthcare Reform
How the Affordable Care Act Impacts Vision and Dental Plans My Comments: We’re still waiting to hear what the Supreme Court is going to say about the constitutionality of the Patient Protection and Affordable Care Act. Personally, I don’t have a problem with the mandate and while I have reservations about some of the provisions …
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MedMal Insurance – How to Get Your Premiums Back
Last month I posted a blog entitled “Malpractice Insurance – The Financial Black Hole”. The “black hole” analogy is that regardless of how well you practice medicine, and have few or no claims against you, those premium dollars are gone forever. Over a career in medicine, that can be a huge sum. Well, not anymore. …
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Afraid of the Future? You Shouldn’t be.
Globalization's Future Depends on Stable U.S.-China-India Order My Comments: The word economics is enough to give some people the heebie jeebies. And you may be wondering why in the world I would devote at least one blog post every week to this idea which so effectively causes people to shut down. After all, the reason …
Helping Define Your Financial Future 