Many, many years ago, I was sent this story. It is a speech given by a Dr. Alan Loy McGinnis to a meeting of the Million Dollar Round Table. Commonly known as the MDRT, this group represented and represents the elite among life insurance salesman across the country. Whenever I feel the need for a …
Tag: Alachua County
Parents’ College Savings Falling Far Short of Goals
When you finish the comments below, be sure to visit the tab above called CollegeMoneyNow. There you will find a short presentation on this topic that I created to help you solve this problem. According to a study released Tuesday by Fidelity Investments, parents are ill-prepared to meet tuition costs, with their savings likely to …
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Reducing Retirement Planning Stress
The focus of this post is suggest a couple of ways to minimize the stress associated with money and retirement. I want you to think about how age can change your pre-conceived notions about retirement. Some of you have heard me describe the three stages of life: The first is when we are young and …
Trusts and What They Are – Part Four
Concluding our short series on trusts, here are what you might think of as “niche” trusts. You don’t see them very often but if you have a need to solve, these might give you some food for thought. Specific Purpose Trusts There are some trusts created for specific purposes rather than for the benefit of …
Square Pegs AND Round Holes
I’ve recently realized that for the past several years as an investment advisor, I’ve been doing my best to force square pegs into round holes. And it hasn’t worked very well. You’d think with all my experience, it would have become obvious much sooner, but apart from being uncomfortable, I had no clear understanding until …
Capital Market Insights – September 12, 2011
Here is your Weekly Insights update from Curian’s Asset Management Group. This informative capital market update is designed to help you stay informed about important developments in economics, the markets,… CONTINUE READING HERE...
8 Quotes to Vanquish Doom, Gloom, Panic, and Negativity
If you are like me, I’m tired of the endless parade of talking heads on TV debating what we should do to succeed in these challenging times. Watching the ping-pong blame game and absorbing so many predictions of doom and gloom can take a toll on you. From my earliest days, I’ve always thought the …
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Trusts and What They Are – Part Three
Part Two ended with comments about Irrevocable Life Insurance Trusts. Here is a continuation of those thoughts. Again, my thanks to Richard M. White, Esq. here in Gainesville for providing the necessary resources for this overview... Private Trusts Most trusts are private trusts. In addition to those commonly encountered, there are many that have very …
We must listen to what bond markets are telling us,
not what the pretend politicians are telling us. Financial Times article by Martin Wolf What is to be done? To find an answer, listen to the markets. They are saying: borrow and spend, please. Yet those who profess faith in the magic of the markets are most determined to ignore the cry. The fiscal skies …
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The Whole Truth and Nothing But
By THOMAS L. FRIEDMAN Published: September 6, 2011 Kishore Mahbubani, a retired Singaporean diplomat, published a provocative essay in The Financial Times on Monday that began like this: “Dictators are falling. Democracies are failing. A curious coincidence? Or is it, perhaps, a sign that something fundamental has changed in the grain of human history. I …
Helping Define Your Financial Future 