Three Key Strategies for Helping Clients Navigate Aging Plans

My Comments: OK, we’re all getting on in years, some of us more so than others. Baby boomers are starting to ask compelling questions about Social Security, about health care issues, and dozens of other topics that a 30 year old cannot yet start to think about. That’s OK; I couldn’t either when I was …

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This Is Exactly How Fast the Windows Monopoly Is Being Destroyed

My Comments: At some point last year I ran across this and found it interesting. So I saved it for when I needed something to talk about. And today is one of those days! Dull, rainy and cold! It’s another example of what at one point appears to be something locked in stone but over …

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9 Tax Breaks Expiring at Year’s End

I’m sure you agree that we live in a world of political correctness. Sometimes that’s a good thing and many times it just gets in the way of common sense. Right now, I have to tell you I am NOT licensed or qualified to dispense tax advice. But as a financial planner, for which I …

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Long Term Care Insurance Rates for Women Will Go up in 2014

My Comments: This has always proved to be a difficult conversation with clients. When they are relatively young, the topic is far away unless they have a parent with issues. And then the money has to be reserved for their care. And when you reach my age, there is still a strong denial that you …

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A Thanksgiving Feast Of Rational Optimism

My Thoughts: My favorite all time writer in the world of finance, Nick Murray, brings another fine thought to the table. Being optimistic seems so much more reasonable than getting bogged down, week after week, month after month, in woe and gloom. Being positive seems so much more productive. And it reinforces the notion I’ve …

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Bits and Pieces – November 20, 2013

DOW AND S&P 500 AT RECORD HIGHS - The Dow Jones industrial average jumped more than 100 points on Tuesday, to finish at a record closing high. The S&P 500 ended Tuesday at a record high for the third straight day. The S&P 500 has risen 6.4% since October 8, when it hit its lowest …

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The Swiss Effect

By Amber May | November 11, 2013 With all of the changes taking place in our health care system, it’s illuminating to look overseas for answers as to how other developed countries manage their own health care programs. Switzerland is a prime example of a system very similar to that being implemented through the Patient …

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Ask Me No Questions…

My Thoughts About This: I’ve willingly given Obama a pass more often than not. In the grand scheme of things, I think the values he represents are more in line with my values than those who oppose him. He’s now accused of lying to the American people. But in these days of 24/7 instant news …

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3 Weird Reasons to Be Bullish That Will Shock You

My Comments: A couple of weeks ago I sent out an email from this writer that suggested there was a bubble out there that no one was talking about. He described this bubble as a real and potential threat to us as investors. He suggested that while many stocks are historically overpriced these days, those …

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Protect America From Being Wrecked by Conservatives

My Comments: Before you accuse me of being a flaming liberal, please follow my thinking for a minute. The words I've chosen below are from Timothy Ray, and they appeared in the Gainesville Sun last week. Yes, my thoughts parallel his but I’ve been unable to express them as well. Mindful that I consider myself …

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