Comments from me, Tony Kendzior: For many years, my primary income resulted from my license to sell life insurance, health insurance and annuities in the State of Florida. But like so much over these many years, the markets changed, the rules changed, the perception of need by consumers changed. And then came the internet. One …
Tag: Alachua County
11 Tips to Help YOU With Social Security Benefits
Comment from Tony Kendzior: I’ve been happily accepting monthly checks from the Social Security Administration now for over seven years. I don’t wonder much about it anymore; they just show up in my bank account and along with my wife’s check, make a better positive outcome for us every month. I’m also finding ways to …
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Global Markets: At A Turning Point?
My Comments: This article was published two months ago, so it is interesting to see how the ideas expressed were validated or not over February and March. At the time, the focus was a just ended and very dismal January. Everyone was asking me about the rest of the year. And I didn’t have a …
A Deal Over Ukraine is Ugly But Unavoidable
My Comments: Now that the University of Florida's march to the national title game in basketball is behind us, (Congratulations, guys, for giving us several months of enduring pleasure as we watched you grow and succeed!) it's time to come back to earth and consider how life is likely to play out on other fronts. …
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Thought for the Week – Longevity Risk
The economy we have been experiencing since 2008 has seen historically low interest rates. It’s taken five years to recover what has been lost. We should be paying attention to some of the implications here since ignoring their impact on many of you and on me personally could be dramatic. Think about it: • We …
Where Does Gold Go From Here? Let’s Use 40 Years Of History As Our Guide
My Comments: I’ve never been a gold bug. My mother collected silver but that had nothing to do with silver, or gold, as an investment. But it should be included in the category most of us call “alternative investments”, along with real estate, precious metals and other commodities. I make sure my clients include alternative …
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Investors’ Next Disappointment Will Come From Risk Mismanagement
My Comments: Reader of this blog know that I try to include meaningful comments about investments and investment outcomes. Over the years, I’ve done well for some clients and done poorly for others. And while the past is history, there are always lessons to be learned. I have a personal mandate to try and do …
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5 Simple Ways to Achieve Your Financial Goals
My Comments: Don’t be fooled by this headline from the U.S. News & World Report. There is nothing “simple” about it. In relative terms, maybe, but in absolute terms, not a chance. If it was easy, few people would be entering their retirement years with not enough money. That being said, a sixth step would …
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What the Dept. of Labor Might Do With the Fiduciary Rule
My Comments: Last week I attempted a definition of the word FIDUCIARY. My goal was to somehow increase the chances that financial professionals who use the term “advisors” are in fact fiduciaries, and as such, bound by law, by tradition, by ethics, to act and behave in their clients best interests. As a reminder, there …
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Fabulous Freebies 2014
My Comments: The people at Kiplinger have created another great blog post for me to borrow. I encourage you to explore their site and gather as much information as you need. If, at the end of the day, you need someone local to help you make smart financial decisions, Florida Wealth Advisors LLC has its' …
Helping Define Your Financial Future 