My Comments: Do you ever notices those little signs on the gas pumps? The small notices that tell us 10% is actually not gasoline? Do you ever wonder why they are there? Me neither. Clean air, global warming, political deal making, the Paris Climate Agreement - who knew this stuff was so complicated? William O'Keefe …
Tag: financial planner
Long-Term Care Options
My Comments: Dr. Gloom here again. I suppose there is value in denial. At least I hope so. However, aging gracefully is not easy. When getting up in the morning is a struggle and you can’t remember if you’ve brushed your teeth, there may be a looming bump in the road. Couple that with both …
Re-Negotiate NAFTA?
My Comments: The North American Free Trade Agreement was passed by Congress on 11/30/1994. It was approved by 34 Republicans and 27 Democrats. It’s purpose was to increase trade across North America without creating a single currency among the three countries involved. 22 years later, industries specific to each country have evolved to reflect strengths …
The Four Phases of Retirement
My Comments: Phases, paths, Journeys, stages? What’s your preference? I guess we retirement planners are always looking for a way to simplify what is almost always a complicated and sometimes tortuous phase/path/journey on our trip into the sunset. Let me know if you find any more. Leon C. LaBrecque, CFP®, CFA, CPA \ May 2, …
Medicare Knowledge
My Comments: The Kiplinger article from which this comes is titled “Ten Things You Must Know About Medicare.” With confusion being spread in D.C. these days, and with so many of us counting on Medicare to help us with medical issues as we live out our lives, I found this to be great information and …
A Revocable Living Trust?
My Comments: For the record, I am NOT an attorney. However, questions always surface about trusts. What are they exactly, how do they work, what kinds are there, which ones are appropriate for me, etc. These words from Jim Probasco go a long way toward a better understanding about the most common form of trust …
Social Security Myths
My Comments: Social Security benefits are almost universally critical to retired Americans. The transition from working for money to having money work for you is complicated and perilous. Know as much as you can before you commit. Tom Anderson – April 25, 2017 You probably know less about Social Security than you think. More than …
Michael Flynn Explained
My Comments: I want 45 to be successful. It’s not in my best interest as a citizen of these United States to have a duly elected official fail. But the odds of that happening are increasingly likely. By Gloria Borger, CNN Chief Political Analyst \ Wed May 3, 2017 It's been 11 weeks since Gen. …
Retirement Paths to Follow
My Comments: Which of the six paths described by Nancy Schlossberg in the following article will you follow? Personally, my thoughts are that whichever one seems right for you, it’s helpful to remember the three phases of retirement that I describe. These are the Go-Go years, the Slow-Go years and the No-Go years. Assuming you …
A few more Laws from Murphy
A reminder: Murphy’s Law states that if anything can go wrong, it will. So here are a few more: Cohen's Law: What really matters is the name you succeed in imposing on the facts, not the facts themselves. Manly's Maxim: Logic is a systematic method of coming to the wrong conclusion with confidence. Murphy's Corollary: …
Helping Define Your Financial Future 