My Comments: If you follow my writings, you know that I spend time and energy on an idea to help parents of high school age children find free money for their college education. Free money in this sense is money that schools are willing to spend to encourage an applicant they want, to enroll in …
Tag: financial advisor
Thought for the Week:
"Money isn't the most important thing in life, but it's reasonably close to oxygen on the "gotta have it" scale." Zig Ziglar So I asked my clients, "which would you prefer; a plan that has a 70% chance of success or one that has a 90% chance of success?" We had been discussing how to …
5 Crucial Pieces of Retirement Advice for Women
My Comments: Many of my clients are widows. They became my clients when their husbands were alive and over the course of time, we are where we are today. Today, I do my best to help them manage their financial lives and provide some measure of assurance about their financial future. Clearly, women live longer …
Continue reading 5 Crucial Pieces of Retirement Advice for Women
How Will the Presidential Election Impact the S&P500?
My Comments: Oceans of ink will be used in the next several weeks as pundits from across the spectrum weigh in on the likelihood of their favorite candidate winnning the White House. My sense of the issue when it comes to investments is that there are forces way beyond the influence, much less control, of …
Continue reading How Will the Presidential Election Impact the S&P500?
Financial Aid Letter Would Provide College Cost Comparison
My Comments: I continue to be puzzled why parents are not interested in the free money available from college admissions offices as they prepare their children for high school graduation and preparations for college. There are billions of dollars out there that don't have to be paid back. The only catch is knowing how to …
Continue reading Financial Aid Letter Would Provide College Cost Comparison
Another Overview of Trusts, Part 3
Trusts, Pt. 3: Advanced Concepts | Article added by Hale Stewart on May 24, 2012 In this final article on trusts, I’m going to cover some more advanced areas. Just to review, in the first article, I discussed the basics of trusts, while in the second, I looked at some basic situations where trusts are …
The US Economy May Surprise Us All
My Comments: Yes, the last few years have been very frustrating for those of us concerned about jobs, earning a living, having confidence that life will return to normal. The stock market has done OK, but you don't have to listen to politicians to notice all the empty buildings around town. To those who will …
Romney’s Dodd-Frank Kill Pledge Collides With Wall Street Agenda
My Comments: For the past 3 and 1/2 years, I've been listening to negatives from the right. Some of them have been justified. But many of them simply appeal to the inability of voters to understand the most basic facts of life. For example, after about 40 years as a financial advisor and insurance agent, …
Continue reading Romney’s Dodd-Frank Kill Pledge Collides With Wall Street Agenda
Hey, CEO! You Hate Fiscal Stimulus. So Tell Me: What Would You Do Instead?
My Comments: On the one hand, I hear candidates on the right say how opposed they are to fiscal stimulus, and on the other hand, I hear them say we need to reinvigorate the military and spend more money there. From an economic perspective, that’s just another form of stimulus. Personally, I’d rather have the …
Continue reading Hey, CEO! You Hate Fiscal Stimulus. So Tell Me: What Would You Do Instead?
Exploring Mitt Romney’s Taxes and Tax Plan
My Comments: There’s really nothing I can add to this. Bruce Bartlett held senior policy roles in the Reagan and George H.W. Bush administrations and served on the staffs of Representatives Jack Kemp and Ron Paul. He is the author of “The Benefit and the Burden: Tax Reform – Why We Need It and What …
Helping Define Your Financial Future 