My Comments: These words from Gene Lyons were written before the government shutdown. There is less talk today about reversing ObamaCare but there is still pure contempt by many people in this country for Obama, and some are probably racist. One reason I heard recently for the push to reverse the PPACA, was the real …
Tag: financial planning
The Most Likely Debt Ceiling Outcome
My Comments: I have no clue how this is all going to play out. My background in economics and finance tells me that no solution, for an extended period of time, will have bad consequences. But sooner or later, those in charge (?) will arrive at something that will make this go away, at least …
The Roots of the Government Shutdown
My Thoughts: I’ve expressed my frustration with how Congress and the White House has allowed the current mess to reach todays’ impasse. This article helps me understand, and it points a large finger at the majority of us who can’t be bothered to vote in local and state elections. We unknowingly brought this on ourselves, …
What Most Retirement Gurus Get Wrong
My Comments: 1. I’m not a guru. 2. Not everyone is going to retire at once. 3. There are already ways for people to accumulate money or make new “investments” that result in lower taxes. 4. The strategies below are good strategies, but with a caveat. 5. The economy will strengthen and more taxes will …
Debunking 5 Common ObamaCare Myths
My Comments: You all know my thoughts about ObamaCare or more accurately, the PPACA. It has flaws that need to be fixed, but in principal, is critical to our healthy future, both physically and economically. Please note the source of this article. That tells you more than just the content. By Kate Rogers | Published …
18% of the Workforce Could Retire Within Five Years
My Comments: As American consumers, we have long been aware of how different generations have different needs and wants. When I complain about a stupid ad on TV, or one I don't understand, my son is quick to point out that it was NOT directed at my age group. I’m just ahead of the “baby …
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4 Money Mindsets: Which Is Yours?
My Comments: After almost 40 years as a financial planner, there’s not much I haven’t seen or experienced as a professional financial advisor. But this analysis talks about clients and that they typically belong in one of these four categories. For me, knowing how to identify which one you might belong to gives me a …
Maps Worth Looking At
My Comments: Since I was a young nerd, a single child moving around the world at the beck and call of my parents, maps have intrigued me. They allowed me to develop a spacial relationship with where I was (Great Britain, France, U.S., India) and where we were going next. Today I have a pretty …
ESTATE PLANNING IS NOT JUST FOR THE WEALTHY
My Comments: As a financial planner for many years, one of the skill sets I’ve tried to develop, mindful that I am not an attorney, is estate planning. Until recently, this topic was mostly focused on the “death tax issue”. When someone died, and died with a lot of money or property, the financial threat …
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13 Things Employers Must Do to Be PPACA-Ready
My Comments: Ted Cruz notwithstanding, the implementation of the PPACA is going to be confusing and there are going to be folks lost in the shuffle. This legislation is a BIG DEAL, one that I’m persuaded was absolutely necessary and one that my 3 year old grandson will accept as normal when 20 years from …
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Helping Define Your Financial Future 