My Comments: Many of you know that I am a documented alien who in 1959 was granted US citizenship. Hopefully, this gives me some right to comment on the immigration issues facing us today. While I’m not an admirer of the Mexican political system, I do accept that if you achieve the status of President, …
Continue reading Border Security Is Not An Immigration Cure-All
My Comments: First, this assumes you have a retirement plan and that you have tried to answer the question “How Much Is Enough?”. Second, your answer to this question is still open to debate. And three, you actually have earned income that needs to be reported. In a perfect world, we would have a way …
My Comments: Yesterday, President’s Day, was all about memories and things past. Today, we’re back with a somewhat esoteric idea to help you grow and keep your money. Much of the talk in Washington these days is about income inequality and how much the 1% make each year. For some of us in the 99%, …
Continue reading 5 Key QLAC Rules to Help You Defer Taxable Income
My Comments: Given the nature of how we live our lives these days, this is probably a very naive question. But it sure reminds me of my younger days. How about you? Click on the picture of me, taken in Peoria, Illinois where I walked to school every day for two years from our house …
My Comments: First, a DISCLAIMER: I am NOT an attorney and it would be best if no one accuses me of practicing law without a license. There’s an ongoing issue about this in Florida right now. But I do get asked questions about trusts and it helps to have a little basic knowledge. I also …
My Comments: My purpose with this post is to confuse you. Yes, that’s right, to confuse you. That’s because even though I claim to be a financial professional of almost 40 years duration, I’m confused. And I don’t want to feel alone. This came across my inbox inside a newsfeed I look at daily which …
My Comments: For almost four years now, I’ve posted ideas and comments that related to the economy, to investing, sometimes to politics, sometimes just weird stuff. The idea was to give me an outlet where I could be free to share ideas that I thought might be helpful to friends and clients and whomever happened …
My Comments: This post is to remind you that stock market performance and the state of the economy do not follow the same track. From time to time there are close parallels, but they dance to a different drummer. My arguments that the stock market is due for a crash are unrelated to the state …
My Comments: Followers of this blog know my reasons for wanting to keep the PPACA in place, mindful of the need for a lot of modifications. What you may not know was about 40 years ago I cut my teeth in the insurance world selling individual health insurance policies. My market was staff and faculty …
My Comments: With the GOP now controlling the House and Senate, there is increased talk about threats to the Social Security system. After all, this is a socialist program, designed to help the financially weakest among us. I’ve long maintained that small tweaks, similar to what Congress has already done some 20-25 years ago, will …
Helping Define Your Financial Future 