With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save money once things start getting serious. With that in mind, Bankrate.com identified 10 great deductions that individual taxpayers should use – but often forget. 1. Charitable expenses Sure, the donation is …
Tag: financial advisor
9 Things Successful People Do Differently
This showed up recently and since I like to think of myself as mildly successful, it caught my attention. I perhaps grade out at B+. By Joyce Hanson, AdvisorOne | October 26, 2012 Just about any topic the Harvard Business Review considers becomes golden as soon as it hits HBR’s website. The site’s most popular …
Americans to Financial Planners: We Need Help!
My Comments: Over the years, I've called myself slightly different things when people ask me what I do for a living. If I was a plumber or car salesman, it would be fairly easy. But as an entrepreneur in financial services, you are always searching for that quick response that defines who you are and …
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The Future, for Me, for You, for Us
My Comments: As I find myself getting older, I find myself increasingly fascinated by how the future is going to unfold. Some of this may be because the number of years I have left is predictably shrinking. My uncle, my father’s younger brother, recently died at age 96. My grandson is about to turn 2 …
Reasons to Check Your Social Security Account
My Comments: Social Security has become part of the fabric of American society and fundamental when it comes to economic survival by those of us whose age qualifies us for benefits. At least for most of us in the 99% who don’t comprise the top 1%. It’s going to change over time, just as it …
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China and Its’ Political Future
My Comments: I like to think of myself as an economist, albeit an amateur. For the past 70 years, since the end of WWII, this country has been pushing economic development across the planet. Our efforts have resulted in incredible wealth in nations that can be called rising great powers. And there has been a …
J.P. Morgan Weekly Market Recap – October 22, 2012
I try to post these every week. Some you like to time the market and this report from J.P.Morgan is perhaps the best summary to help your decision making:
Do No Harm…But Lots of Paperwork
My Comments: Followers of this blog know that I have an interest in the Affordable Health Care Act and how it should impact the health care delivery system in this country in the following years. I predict that in ten years you will not recognize ObamaCare as it morphs into a new system that more …
Global Food Reserves Falling As Drought Wilts Crops
My Comments: As a financial advisor who is asked for investment advice, an important consideration is the age of the person seeking the advice. Someone age 40 is likely to get a different answer from me than someone age 80, especially if we’re talking about the need for income when working is no longer an …
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The Truth About Socialism in America
My Comments: Yeah, I know. It's Thursday and the day I post something about economics. There have been a lot of 'thursdays' lately. For those of you who look to me to give you good investment advice, or are looking for someone to give you better advice than you are getting now, a lot of …
Helping Define Your Financial Future 