My Comment: As a financial planner for many, many years, I've watched my clients age along with me. As the years have passed, our priorities have changed, our resources have changed, along with our fears and worries. There are dozens and dozens of answers out there and while the internet has made it easier to …
Continue reading Stand-Alone Living Benefits – Guaranteeing Lifetime Income Without an Annuity
My Comment: I seem to have settled into somewhat of a routine about these blog posts. I have no idea if very many people actually read them; I know a few of you do since you're kind enough to make a comment from time to time. There is no shortage of ideas out there that …
Continue reading Obama sings the blues but it is Republicans who feel down
My Comment: At last, a positive message! From time to time you’ve heard me rant about the negative messages that surround us. And I’ve promised from time to time to give you something “not negative”. Yeah, I know, I need to get my head fixed as well. Here is a post from my favorite thinker. …
Continue reading A Positive Narrative for U.S. Foreign Policy
Click here for the best weekly summary I can find. It comes from J.P. Morgan.
My comment: It’s common for me to express that I have no idea what the next several years are going to look like since right now, I have no idea what I’ll be having for lunch today. All I can do is help my clients position their money so as to increase their chances of …
by Beth Paterson, MLO #342859 My Comment: Beth Paterson lives in Minnesota and has specialized in reverse mortgages since 1999. She has a blog devoted to the subject Beth's Reverse Mortgage Blog. While this financial tactic is not for everyone, under the right circumstances it makes very good sense. If you think it might make …
Continue reading Why Are People So Resistant to Reverse Mortgages?
By James Fallows - James Fallows is a national correspondent for The Atlantic and has written for the magazine since the late 1970s. He has reported extensively from outside the United States, and once worked as President Carter's chief speechwriter. His latest book, China Airborne, will be published in May. My Comment: This comes courtesy …
My Comment: Several years ago, a comment by Barack Obama, long before there was any real discussion about his running for President, he more or less said in a speech that “... we are not red Americans, or blue Americans, but simply Americans”. It was an idea that resonated with me. As an immigrant and …
Click here for the best summary I can find. It comes from J.P. Morgan.
My Comment: The following comes courtesy of Richard M. White, a friend and attorney who is Board Certified in Wills, Trusts and Estates. He sends me ideas from The Wealth Counselor from time to time and this one about techniques to Pay for College caught my attention. Apart from the legal and accounting merits of …
Helping Define Your Financial Future 