Educational costs are mounting. Here’s an action agenda that can help clients cope. My Comments: Increasingly, the journals and magazines addressed to financial planners like myself include articles about paying for college. This one has a great title, and a quick read gives me these action items: Get and early start Set up a 529 …
Tag: financial advice
The 86 Million Invisible Unemployed
My Comments: As most of you know, my income is derived largely from helping folks manage their money, making sure it's in a safe place and growing. It requires a constant awareness of the forces that are working for or against you. The last few months have appeared to be strong for the stock market; …
Your Life Span? Ask the Calculator
Many issues facing retirees revolve around life expectancy. These online tools may be able to help. My Comment: Last month I passed a significant milestone; the number of days my father lived before he died. Yes, we're supposed to live longer than our parents, due to advances in medicine and an awareness of how lifestyle …
Net Inflows into Stocks and Bond Funds Decline 71% in March
My Comments: Several of my clients have been asking how come their accounts didn't grow by 10% in the first quarter. As they received their quarterly statements, what they saw did not agree with what they heard on TV. Namely that the bad times were over, the DOW and S&P500 were up and running, and …
Continue reading Net Inflows into Stocks and Bond Funds Decline 71% in March
US Jobless Claims Hit Four-year Low
My Comments: There is a lot of talk about the value of a college education these days. One reason the question is even valid is there are very few jobs out there for college graduates to take. People my age are simply not walking away from an income since our retirement funds have drastically diminished. …
CollegeMoneyNow Award Letter for May 1, 2012 – Tulane University
My Comment: Here is award letter #8. Tulane University is well known to all of us. This is for someone enrolling as a freshman in 2012. $108,000 is a lot of money that doesn’t have to be paid back. Click on the image to the right to access the overview I created for CollegeMoneyNow.
First Quarter 2012 Summary for Clients of Florida Wealth Advisors
The following comments and opinions are from some of the Purcell Advisory Services signal providers, and are taken from the quarterly report sent out to advisors like us. They are intended to help us better understand the investment dynamics involved with each of these programs so that we can better assure our clients that we …
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Finance Can Fund a Revolution in Giving
My Comment: Finding ways to give back to your community is a classic step toward redemption. My friends would be hard pressed, however, to assign that motivation to me. I do it because it seems appropriate, because I can, and because it allows me to interact with other intelligent and motivated people. In these days …
Away With Jerry Cans! Oil Bubble is Bursting!
My Comment: I don’t enjoy paying $4.00 for a gallon of gas for my car. While I know it’s cheap compared to the price others pay around the world, I simply don’t like it. But I have to get from here to there, just like everyone else, so I grumble and moan (my wife says …
Continue reading Away With Jerry Cans! Oil Bubble is Bursting!
ObamaCare Collapse Would Put Employers in Charge
My Comment: I don’t want to see ObamaCare struck down. Yes, there are elements that need to change, ideas and components that perhaps should not be there. But to throw out the whole idea because there are elements that have developed unintended consequences is foolish. There is a parallel here between an assertion that since …
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Helping Define Your Financial Future 