My Comments: By now you know that I provide financial advice about Social Security and about ways to maximize your SSA benefits. That all happens when you are alive. Inevitably, someone in a married relationship is going to leave the building, as Elvis did. Then what happens? by Paul Norr / AUG 18, 2014 …
Continue reading Social Security Survivor Benefits: What Advisors (and clients) Should Know
My comments: Yes, I know this should have been posted several weeks ago. But I didn’t have it then. The advice come from an attorney in Michigan by the name of Julius Giarmarco whose website can be found HERE. I’m unsure how rules in Michigan differ from any other state but I suspect the fundamental …
My Comments: We’ve been living in a low interest rate environment for some years now. The general consensus has been that they can’t get any lower and that the Fed will push them up if and when the US economy starts to see any inflationary pressure. I know that clients, who for years depended on …
My Comments: Medicare has been a life saver for me and my wife. It has allowed us to seek timely and appropriate medical care when problems surfaced. An argument can be made that it serves to deprive hard working physicians with the compensation they deserve, but from a selfish perspective, that’s their problem. Our problem …
My Comments: Helping potential clients with an analysis of coming Social Security benefits is big business across the country these days. And I’m doing my share of it. Thank you very much. But in spite of my being closely aligned with this process for the past 15 months, I’m still confused by the myriad of …
Continue reading Social Security: Boost Benefits for Both Spouses
My Comments: This is a writer I’ve learned to enjoy over the past several months. I’ve used his articles before and I do so here again. He makes such good sense. posted by Jeffrey Dow Jones July 17,2014 in Cognitive Concord I get all sorts of questions from all sorts of different investors. As strange …
My Comments: Football season is about to start, Ukraine is still bothered by the Russians, and Ferguson, Missouri is still a mess. So here I am talking about the stock market and an index I have never heard of before. I suspect you haven’t either. But there is reference here to the Misery Index, which …
Continue reading Gauging The Stock Market With The Tocalino Index
My Comments: This is a self-serving blog post. While I should apologize for this, there are millions of Americans who will find themselves looking for financial freedom in the years to come and unless they have developed the necessary skill sets, they will find themselves behind the curve in a big way. Somebody has to …
Continue reading 9 Reasons Consumers Need Advisors More Than Ever
My Comments: If you have an IRA today, there is a chance there will still be money in it when the inevitable happens and you permanently leave the building. What then with this money? If you have a spouse, and they are the named beneficiary, that money now belongs to them and it becomes their …
Continue reading How to Protect Inherited IRAs After the Clark v. Rameker Decision
My Comments: Some of you are aware of my continued interest in the welfare of the magnet programs across Alachua County. I’ve been a member of the advisory board to the two programs at Buchholz High School since the mid 90’s. They are, respectively, the Academy of Finance and the Academy of Entrepreneurship. The original …
Continue reading Vocational Training Is No Substitute For High School
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